Personal CFO (Chief Financial Officer)

We act as your one contact point for all things financial.

This is geared towards professional and business owners earning in excess of $250,000 of income annually.

 

 

Our Strength-one stop shop:

 

Many of our clients find that they are too busy running and growing their business. With that growth comes less time to address and manage their financial affairs.

 

This idea came to us from a few clients who requested us to manage their financial affairs.

​

We meet quarterly or semi-annually and summarize all the statements and investments our clients received and do an independent review of their holdings.

 

Instead of meeting with multiple advisors on a regular basis, we provide a consolidated review of their current situation.

Additionally, as a CFP (Certified Financial Planner) and CHFC (Chartered Financial Consultant), our founding partner is well suited to ensure the holdings reflect the client's overall financial plan.  

​

Clients often require a road map to their future to ensure they are “on track” to meet their retirement and investment goals.

We can help design, implement and monitor that plan.