Financial freedom requires implementation.
I am a licensed financial advisor but I wanted to do more than sell life insurance, recommend stocks or write financial plans. It didn’t feel right to me to sell quickly so I could get awards and recognition (though I did). I was always thinking, what about the rest of these families' financial lives?
Over the years it became clearer to me that yes there is a way to help people financially without rushing. But also and maybe, more importantly, financial solutions are best when the financial professional can be present to assist with implementation. It’s one thing to say, “Hey you should save more”, it’s another thing to help the family accomplish that goal.
So from that mindset, Your CFO was born.
You are the CEO of your household and/or business. Every CEO needs a strong person to help them with financial structure and making sure goals are set and met.
Your CFO highlights:
financial goal setting
assistance with goal implementation
focus on daily budgeting and cash flow
creation of financial metrics for your business
debt management strategies
credit repair strategies
introductions to other financial professionals
Schedule some to discuss if Your CFO is right for you (click below):