Are you looking for a personal CFO so that you can focus on running your business? My team can help you manage your personal finances as well as your business. We help CEOs, business owners, founders, partners or proprietors of a business who want more time, education and advice. Running a business can be all-consuming, leaving little time to plan for your financial future and your familys security. We can help you make sure that your personal finances are in order and that youre able to reap the financial benefits and tax advantages that ownership may afford. Together, we will help you discover which wealth strategies work best in your situation. At the same time, we coordinate with your other professional advisors, including accountants, appraisers, legal counsel, and bankers. I work as your personal CFO in all stages of your business and life so that you can focus on what you do best running your business and enjoying your life. Areas of Focus: Business Planning, Personal Planning, Multi-Generational Wealth, and Retirement. 