A Family CFO bridges the differences to link the different areas of your finances (investing, taxes, estate, retirement, etc.) to create an integrated framework that produces effective financial peace of mind.
Thought Provoking Quote #1
“We don’t profess to be the sharpest knife in the drawer.”
Rather, we are the sharpening stone that both challenge and empower those (sharp) knives to precision.
Thought Provoking Question #6
Do you know how much life or disability insurance you need?
Provoking Question #5
Do you know how much you need to live on each and every month?
Provoking Question #4
Do you have clarity in what your net worth what it is and is doing for you and your family (financially)?
How would you rank the following?
Provoking Question #3
Do you (currently) have plans in place that would ameliorate your financial fears or concerns?
Provoking Question #2
What are your biggest fears or concerns regarding managing your personal (and or business) financial affairs?
Provoking Question #1
From a financial standpoint, what is of the greatest importance to you? (E.g., wealth accumulation, return of investment, preservation of wealth, etc.)