My Personal CFO
YOU WORK HARD!
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