Personal & Business CFO Services

Financial Guidance & Leadership

for Small Business Owners

We lead your wealth and investment strategy. You get holistic advice coupled with guided execution.

Engaged Management

We work together on defining and understanding your goals. We provide advice and guidance that keeps you informed and on track.

Goal-Driven Growth

Simple Communication

We prioritize communication and availability. Our goal is to give you more time to invest in serving YOUR clients & growing your business.

We partner together to navigate your life & finances.

Align your money with your purpose

What We Offer

  • Small Business Owner specific coaching

  • Proactive financial evaluations

  • Support with financial reporting

  • Personal dashboard with continuous net worth tracking

  • Guided and tax-advantaged charitable giving

  • Debt management

  • Risk Planning

  • Business Consulting

Financial Planning

  • Disciplined Investment Process

  • Evidence-based approach

  • Low-cost, Globally diversified, and tax-efficient portfolios

  • Charitable planning

  • Performance reporting at your fingertips.

Investment Management

Additional ways we serve small business owners:

  • Improving business processes and procedures

  • P&L analysis and education

  • Business budgeting and projection planning

  • Corporate structuring and entity selection

  • Systematizing to allow for delegation and growth

  • Cashflow systems for business and personal finances

  • Develop or improve pricing structure for the business

  • Business expansion and development planning

  • Improve communication within business

  • Training and mentoring employees (particularly leadership or financial positions)

  • Screening potential employees, optimizing job descriptions, roles and responsibilities

Pricing

$500/month
+
$500 one-time onboarding fee

Small Business Owners with less than $500,000 of investable assets

Small Business Owners with
$500,000 or more of investable assets

Flat % Charged on Assets Under Management

We offer hourly services at $200/hour

Business Retirement Plans

We can help you attract & retain talent while reaching your own retirement goals. Let us determine & design the right plan for your and your business.