Your Personal CFO
Coffee On Us (Initial Consultation)
This is an informal meeting that gives us a chance to get to know each other. It often happens in a coffee shop, but can also happen in your office or ours. The goal is for you to get comfortable with our team and lay the foundation for future conversations.
Money Talks (Subsequent Meetings)
This is where we discuss details and outline actionable steps to create the financial structure for your future. We review specific financial planning solutions and strategies, ensuring you are fully aware of your options. Helping you make the most informed decision for your financial future is our goal.
Lets Get Started (Move Forward or Not)
This is when a mutual decision is made to work together or not. At this meeting we ensure all details are clarified and any questions are answered.
Getting Started (Implementation)
Either in person or via email, we ensure the proper documentation is addressed with identification and signatures. Once the administrative process of opening and transferring accounts is complete, we begin to implement the previously agreed upon solutions and strategies.
Coffee On Us Again (Regular Reviews)
Changes to financial markets and changes in your life can often dictate updates to your plan. Regularly reviewing and evolving your plan ensures you have the best chance of success in the future.
Investment Strategy Creation
Investments like cash and short-term bonds carry little risk for an investor whose time horizon is short, but can be very risky for a longer-term investor. The low returns may not keep pace with inflation, or be enough to meet long-term goals. Stocks on the other hand, can be very risky for the short-term investor, but carry less risk for patient investors willing to hold through periods of volatility. Knowing how to properly deploy your capital in the right asset classes, based on your long-term goals and time horizon is key to optimizing your financial future.
Organize Your Financial Life. Hire a Personal CFO.
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