1. Plan Your Life
2. Organize Your Life
3. Simplify 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:
Bring Order to Life with Financial Planning
Get Everything Organized - Wills, Insurance policies, healthcare information, retirement accounts, and much more.
Connect your family and other advisors with all the vital information
Accurate Reporting & Analysis through (Re)Building Efficient Accounting System
No Extra Costs/ No Employment Taxes/ No Benefits/ No PTO/ No Office Politics
Results-Oriented with a Fixed Fee