3 Steps To Simplify Your Life
1. Consult & Plan Your Life
2. Organize & Centralize Your Life
3. Simplify & Access Your Life
Why a Personal CFO?
A Trusted Advisor, Not a ‘Clock-In & Clock-Out’ Employee
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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Bring Order to Life with Financial Planning
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Get Everything Organized - Wills, Insurance policies, healthcare information, retirement accounts, and much more.
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Connect your family and other advisors with all the vital information
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Accurate Reporting & Analysis through (Re)Building Efficient Accounting System
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No Extra Costs/ No Employment Taxes/ No Benefits/ No PTO/ No Office Politics
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Results-Oriented with a Fixed Fee
Clients
Restaurants
Real Estate
Contractors
Manufacturers
Self-Employed