Personal CFO Service

Personal CFO Service

Just like a company has a Chief Financial Officer who has responsibility for planning, management and oversight of the business’ finances, a Personal CFO has responsibility for planning, management and oversight of your finances. You are your own Personal CFO unless you hire a professional to take some or all of that responsibility off your shoulders. You face and must confront a growing volume of personal financial decisions that can seem bewildering. How do you know that you are making the right decisions? How do you know that your strategies and tasks are being properly implemented and monitored? Most importantly, how do you find the time to make sure that the team you have entrusted to execute your plan—attorney, banker, accountant and investment specialist—is effective?

Our clients trust us to understand, master and manage the details of all of their hard work, earnings, savings and planning for the future. Many people plan and manage their financial life by default, not by design, so we objectively and independently serve as project managers and coaches for your complex financial affairs, and ensure that your financial plans—from education funding to estate and wealth transfer—get implemented.

Our responsibility as your Chief Financial Officer is to know your objectives and keep you on track towards them.

Find out more: Personal CFO – List of Services