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. No matter how you have built your wealth, you likely have a team of professionals that you rely on for expert advice. From attorneys to accountants, it can be difficult to coordinate these individuals and keep them on the same page in terms of your particular financial goals. That’s where a Personal CFO comes into play.
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.
Perhaps the most important factor is gaining a fiduciary. With no conflicts of interest, your Personal CFO offers objective advice that works within your specific financial goals. As such, a comprehensive advisor allows for an integrated approach to financial planning. From investments to tax planning, a Personal CFO delivers a complete service in wealth management.
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. In doing so, you are better equipped to enjoy the wealth that you have worked so hard to build.
A Personal CFO is truly a game changer for wealthy individuals in South Florida. 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, give us a call at 561-447-1997 or connect with us online today!
