Your personal cfo


$3000Month

Bundled Services

  • What's included:
  • FINANCIAL PLAN (with a CFP® Professional)
  • BILL PAY (through Bill.com)
  • INSURANCE ANALYSIS
  • INVESTMENT ADVISORY SERVICES
  • PHILANTHROPIC STRATEGIES
  • TAX PREPARATION (through XY Tax Solutions)
  • ESTATE PLAN AND WEALTH TRANSFER STRATEGY(with an approved Estate Attorney)
  • PERIODIC REPORTING AND PROGRESS CHECKS
  • Step 1: Initial Consultation (free)
  • Step 2: What Makes You Happy? (free)
  • Step 3: Complete Financial Questionnaire (free)
  • Step 4: $1500 deposit is required to start the initial financial plan.
  • Step 5: Financial Plan Delivery Appt - remaining $1500 due
  • Step 6: Monthly payments of $3000 set up to start the month after the Financial Plan Meeting.
  • Step 7: Set Up Bill Pay
  • Step 8: Monthly Bill Pay Reports
  • Step 9: Quarterly Investment Performance Reports
  • Step 10: Ongoing progress checks and updates
  • Potential Topics covered:
  • Cash  Flow  and  Debt  Management
  • College  Savings
  • Ongoing Financial  Goals
  • Insurance Analysis
  • Investment  Analysis
  • Retirement  Planning
  • Risk  Management 
  • Tax  Planning  Strategies
  • Estate  Planning Strategies
  • Charitable Giving Strategies