1. Plan

2. Organize

3. Simplify

Why a Personal CFO?

A Trusted Advisor, Not a ‘Clock-In & Clock-Out’ Employee

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Instead of hiring a full-time CFO as an employee, there is a Much Better Way.  Now as a business owner or a self-employed, you can hire a world-class CFO team at a fraction of the cost with these added benefits:​

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1. Bring Order to Life with Financial Planning

2. Get Everything Organized - Wills, Insurance policies, healthcare information, retirement accounts, and much more.

3. Connect your family and other advisors with all the vital information

4. Accurate Reporting & Analysis through (Re)Building Efficient Accounting System

5. No Extra Costs/ No Employment Taxes/ No Benefits/ No PTO/ No Office Politics

6. Results-Oriented with a Fixed Fee

Clients