Meet Your Personal CFO

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The average medical professional interacts with more than 13 financial institutions, and almost never with any coordination.

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Your Personal CFO coordinates your financial decisions so you're building optimally towards your most important goals.

Why a Personal CFO?

Model > Plan

Our clients craft an ideal financial Model.  This is a living, breathing framework which allows them to adapt and react as life throws curveballs.  Plans are static; models are fluid.  Models allow life to happen.

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Find Lost Opportunities

We are experts at discovering the lost opportunity costs which are lurking among your finances.  By recapturing these lost dollars, we'll significantly increase your potential to build spendable wealth.

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Increase Velocity

We'll move you into a position where all of your money is working to its full potential.  We'll help you run your personal finances like a business, often getting multiple turns on the same dollar.

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We help our clients get completely organized with their money, putting them in position to make intelligent financial moves.