Our Process
Investment Strategy
You get one shot at this financial journey. You’ll have opportunities for success, and even greater opportunities for failure. But failure is not an option. Our strategies are built with this in mind.
Debt Management
We know debt is not just math. Debt can feel like someone put a mountain in the middle of your road to financial independence. We have years of experience helping people build a customized plan of attack.
Savings Goals
Our savings process is completely personalized with your goals in mind, whether that be saving for travel, an emergency fund, kids' college, or anything else.
Protection Analysis
In your ideal financial model, all of your assets are protected for their full value. We'll make sure that nothing can disrupt the solid financial track that we've built for you by taking risks off the table.
Cashflow Analysis
We'll move you into a position where all of your money is working to its full potential. We'll help you run your personal finances like a business, often getting multiple turns on the same dollar.
Anything Else
We will serve as your "Personal CFO", so any financial decisions that you need guidance on, whether it be buying a house, retirement, or life changes, we'll be there!
My CFO Plan
MY CFO is the term we use to describe a professional financial planning process that incorporates your why for money as well as all of the components of your financial life.
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Your plan is delivered over a series of strategy meetings using interactive online software, custom reports, engaging discussions about all of your options, and follow-up emails with clearly written action steps.
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We offer a complimentary ice breaker meeting. Prior to our introductory meeting we ask that you complete our online Pre-Meeting Questions.
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*We offer a reduced-cost flat fee per month for Residents and Fellows while you are in training.
My CFO+
Once you have gone through our My CFO planning process, for clients with investable assets we offer an all-inclusive service whereby we provide a full suite of financial modeling services.
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With My CFO+ we're available to provide advice on anything that has to do with you and your money. We help you stay on top of all aspects of your financial life and coordinate with your other professionals such as CPAs, attorneys, mortgage brokers and insurance agents as needed.