personal CFO service

I manage the details of your financial life so you can focus on what you do best. Think of it as having a CFO — but for your personal finances. I get to know your full picture, coordinate with your other advisors, and make sure every financial decision you make is aligned with what matters most to you.

How we help you

  • Get Your Financial House in Order.

    Cash flow, compensation planning, tax minimization, insurance, investments — I help you organize all of it into a coherent plan. If something's out of place, we find it. If something's missing, we address it.

  • Keep it that way.

    Your plan isn't a binder that sits on a shelf. I review it regularly, coordinate with your legal and tax advisors, and flag what needs attention — so you don't have to keep track of everything yourself.

  • Plan for What's Coming.

    Retirement readiness, life transitions, succession, legacy — I help you map these out before they arrive so you're making choices, not reacting to circumstances.

Organizational chart showing a CEO at the top, followed by a Personal CFO, with five roles underneath: Lawyers, Accountants, Money Managers, Insurance Specialists, and Lenders.

  • “Money can’t buy happiness, but it can make you awfully comfortable while you’re being miserable.”

    Clare Luce

  • “There are people who have money and people who are rich.”

    Coco Chanel

  • “Wealth is the ability to fully experience life.”

    Henry David Thoreau

  • “It takes as much energy to wish as it does to plan.”

    Eleanor Roosevelt

Financial Life Management Fees

Fees are based on the complexity of your situation. I charge an upfront fee for the initial organization and planning work, followed by an ongoing fee — either a monthly subscription or a percentage of assets under management if you choose to work with one of my partner portfolio managers. I'll give you a clear quote after our first conversation.