We get it, life gets crazy and many of our clients don’t have time to focus on their own personal financial situation. That’s why we wanted to share the term “Personal CFO” with you. It’s a service we provide to help you manage all the details and people involved in your financial life, so you can make the best decisions for yourself and live your life to the fullest. A Personal CFO is like a Chief Financial Officer for a business, except it’s for you and your lifestyle.
Here are the three main areas we cover as Personal CFOs:
Holistic financial planning: Our process checks your current financial picture against your long-term objectives. We then work with you to execute a plan helping you successfully achieve your goals.
Comprehensive guidance (beyond the money): We provide independent and objective advice for living the lifestyle you want and achieving your goals. Our services cover all aspects of your financial life.
Quarterback your team of experts: We help coordinate your CPA, attorney, and other professional advisors to make sure everyone works together on your behalf.
When you have a Personal CFO, you can be your family’s CEO and leave the financial details to a responsible, trusted partner and advocate. If you’re interested in finding out more about our services, or if you want to meet, catch up and make sure you are getting every benefit out of our relationship, please let me know.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Copyright 2019 FMG Suite.