Personal CFO for Business Owners
Ongoing Planning and a decision making partner for every aspect of your business and personal life
1
Intro Call
A 30 minute introductory call to see if we could be a potential fit for you and that we would add value to your situation.
2
Solutions Meeting
A 60 minute virtual meeting to clearly identify your concerns, financial goals, and discuss immediate action steps you could take to improve.
3
Think About It!
Take the time to consider your options before moving forward with me. We want to move forward only when it's the right time for you!
Ongoing Monitoring All Year Long for Your Business and Personal Life
Q1: Jan-Mar
-
Cash Flow Planning
-
Estimated Tax Analysis
-
Tax Prep Letter
-
Savings Rate Review
-
Liquidity Review
-
Quarterly Progress Report
-
Meeting
Q2: Apr-Jun
-
Cash Flow Planning
-
Estimated Tax Analysis
-
Investment Review
-
Retirement Plan and Account Review
-
Tax Return Review
-
Quarterly Progress Report
-
Meeting
Q3: Jul-Sep
-
Cash Flow Planning
-
Estimated Tax Analysis
-
Debt Review
-
Estate Plan Review
-
Insurance Review
-
Quarterly Progress Report
-
Meeting
Q4: Oct-Dec
-
Cash Flow Planning
-
Estimated Tax Analysis
-
Tax Planning Review
-
Retirement Contributions
-
Quarterly Progress Report
-
Meeting