PERSONAL CFO SERVICES
As your personal CFO my relationship with you is comprehensive. I’m an active participant in every dimension of your financial life, whether by providing advice on structuring a business transaction, employing tax optimization strategies; acting as a sounding board for estate planning; or tailoring a plan to make effective gifts to charity. Whatever the issue, I will respond creatively and resourcefully with analysis, thoughtful judgment, and follow-through.
- 90 minute initial discovery meeting in person at my offices or via video conferencing.
- Customized planning recommendations (written in plain english) for the next 12 months.
- 30 minute planning meeting per month to check progress, make adjustments and stay on track
- Personal website that gives you the tools you need to manage your entire financial life from one convenient and secure place.
- Access to a network of other financial professionals such as estate planning attorneys, CPAs, and insurance agents.
- Help and guidance are a phone call, text or email away at any time.
What I Charge
My Personal CFO services are available starting at $150 per month. More complex situations involve a higher monthly cost. For clients that want ongoing help managing their investments I charge a 1% on assets under management. I have no investment asset minimums to become a client. For clients with assets in excess of $2 million all planning services are included at no additional cost. All my services come with a 100% satisfaction guarantee or you pay nothing.