Your Personal CFO

As your Personal CFO, I provide comprehensive financial leadership that bridges your business success and personal wealth objectives. This service is designed specifically for entrepreneurs and high-net-worth individuals who need strategic coordination across multiple financial dimensions.

Personal CFO Services

By applying careful analysis to established methods and emerging tools, we create a diversified but balanced strategy that provides the reliability and adaptability required in today’s evolving financial environment.

For Business Owners Seeking Holistic Financial Leadership

Running a successful business requires your full attention, but your personal financial future demands equal care. As your Personal CFO, I help you:

  • Quantify your business as an asset within your overall wealth strategy

  • Create optimal structures for tax efficiency across business and personal finances

  • Develop strategic compensation and equity plans that benefit both you and your business

  • Build toward a retirement or work optional plan that feels right for you

  • Balance business reinvestment decisions with personal wealth-building priorities

  • Coordinate with your business accountant, attorney, and other advisors to ensure aligned action

For High-Net-Worth Individuals Seeking Coordinated Expertise

Managing substantial wealth involves more than just investment decisions, it requires strategy and coordination. As your Personal CFO, I serve as your central advisor, helping to ensure all components and professionals are working together seamlessly:

  • Proactive coordination between your tax, legal, and investment professionals

  • Strategic oversight helping to ensure all team members are unified and working toward your goals

  • Receive regular, comprehensive reports that provide a clear view of your financial landscape, keeping you informed and in control

  • I implement forward-looking tax planning to optimize your portfolio

  • Preservation of your time and energy by managing the complexities of your financial affairs

With this personalized approach, you gain a trusted advisor who understands the intricacies of your financial situation, providing clarity and confidence as you navigate your growing wealth. 

When you’re ready to build a strong foundation for today and tomorrow, we’re ready to support you! 

Fees & Transparency

As a Registered Investment Advisor (RIA), I operate under a fiduciary standard, meaning I’m legally and ethically required to act in your best interest. That’s not just a tagline, it’s the foundation of how I run my practice and how I’m compensated.

Unlike other firms who may earn commissions for selling certain products, my fee structure is simple, transparent, and aligned with your success. I’m not incentivized to push specific investments or financial products. Instead, I charge either a flat financial planning fee, a percentage of assets under management (AUM), or a combination of the two, depending on the scope of our work and what best supports your needs.

My goal is to remove the guesswork so you always know how I’m compensated and can trust that my recommendations are made with your goals, not commissions, in mind. Before we begin working together, you’ll receive transparent information so you can make informed decisions from the start.