Ready to Get A Fatter Wallet in 2024?
What Do You Get?
- A Private CFO® who is dedicated to creating a
financial plan that fits your budget and goals.
- A dedicated team that will help your family build
a leaner budget, a fatter wallet, and a bigger net worth.
- We help you breathe easier® about life!
What We Do:
MAKE
- Making Money Is
Fundamental To Building Your Net Worth
KEEP
- Once You've
Made Money, How do You Keep It?
INVEST
- Now You Have
Money, How Do You Make It Work For You?
PLAN
- The Most Important Economy Is Your Personal Economy
How We Get Compensated:
We believe transparency on how we get paid is paramount for a
long-term, mutually beneficial relationship.
-
1.
Fee for financial planning & advice
and or(Hourly, Flat Fee, Ongoing Monthly Retainer) - Where We Act As Your Private CFO®.
-
2.
Fee for managing your assets
and orDone As A Percentage Of Your Managed Assets.
-
3.
Insurance products sold separately
and orHandling Your Family Risk Management Needs.