What is a Family CFO?

A Family CFO is a Trusted Advisor. 

As a Trusted Advisor, my job is more than to prepare tax returns, provide tax advice, set up accounting systems and processes for client businesses, and ultimately to be the Financial Quarterback for my clients. In so doing, I often work with wealth managers, attorneys, and other specialists in coordinating those services.

Just like a family physician, your Family CFO creates a personalized plan of care for you and your family to produce the best possible outcome. 

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. Business & Individual Tax Return Reporting, Reviewing, and Planning

6. Results-Oriented with a Fixed Fee

Our Clients