My Personal CFO




 Let us help you make the most of your hard earned money with our budgeting, bookkeeping, financial goal setting and risk management services – under your direction.

  • Discussion of your personal and family’s relationship to money – what’s your financial strategy?
  • Identification and detailing of your personal financial concerns and goals – what is your financial mission?
  • Budgeting and expense management;
  • Bookkeeping and tax planning;
  • Account collection – we store information on all accounts, statements and balances for you;
  • Outline personal investment history;
  • Financial goals outline, monitoring and at least yearly re-evaluation;
  • Risk management – insurance solutions;
  • Education cost planning for your children and/or grandchildren;
  • Estate, trust and charitable giving plan for the long term;
  • Youth financial education