Personal CFO
Lifestyle Management
- Managing cash flow, budgeting and projection of expenses
- Financial record keeping
- Depositing of all income sources
- Managing and monitoring check receipts and bill payments
- Risk management
- Estate planning
- Debt planning
Professional Services Coordination
- Structuring of entities (loan-outs or personal service corps)
- Attaining insurance coverage related to the protection of your profession and personal lifestyle
- Negotiation of real estate and major asset acquisitions
- Continuous review of your investments coordinated with financial institutions and advisors