Fee Based Financial Advice
What Is A Private CFO®
You are the CEO of your family finances. Every successful CEO has a great CFO beside them. Learn more about the revolutionary oXYGen Financial Private CFO®, and how we can help your family build a leaner budget, a fatter wallet, and a bigger net worth.
Background and qualification information is available at FINRA's BrokerCheck website.
Pick A Plan That Works For You
BASECAMP
Upfront Fee Starting at:
$1,800
Recurring Monthly Fee:
$100 to $400
Basic Financial Plan
PLANNING SERVICES
- Getting Organized & Basic Comprehensive Plan
- Referrals to Outside Professionals
- Assigned Private CFO®
- Support from Dedicated Operations Staff
PERKS
- Exclusive Invitations to Client Appreciation Events
- Referral to Recommended Provider for Tax Preparation Support
COMMUNICATION
- 1 In-Person Meeting Per Year
(office or virtual) - 48 Hour Email Response Time
ASCEND
Upfront Fee Starting at:
$4,000
Recurring Monthly Fee:
$150 to $750
Comprehensive Financial Plan
+ Basic Financial Plan
PLANNING SERVICES
- Comprehensive Scenarios
- Assistance with Outside Professionals
- Assigned VP or Managing Director
- Support from Dedicated Operations Staff
PERKS
- Exclusive Invitations to Client Appreciation Events
- Referral to Recommended Provider for Tax Preparation Support
- Coordination of Attorney(s), Bookkeeping, Property & Casualty Services
COMMUNICATION
- 3-4 In-Person Meetings Per Year (office or virtual)
- Same Day Email Response Time
SUMMIT
Upfront Fee Starting at:
$2,500
Recurring Monthly Fee:
$100 to $500
Distribution Financial Plan
+ Comprehensive Financial Plan
+ Basic Financial Plan
PLANNING SERVICES
- Comprehensive Scenarios
- Assistance with Outside Professionals
- Assigned VP or Managing Director
- Support from Dedicated Operations Staff
PERKS
- Exclusive Invitations to Client Appreciation Events
- Referral to Recommended Provider for Tax Preparation Support
- Coordination of Attorney(s), Bookkeeping, Property & Casualty Services
COMMUNICATION
- 1-2 In-Person Meetings Per Year (office or virtual)
- 24-48 Hour Email Response Time