I will give you the peace of mind which comes from having your own personal CFO.  You will have the benefit of your own trusted advisor on call, who is knowledgeable in all aspects of your financial affairs.  I will act as your independent financial coach and highlight ideas which impact your financial life.

You may well have an existing relationship with a lawyer, accountant, insurance advisor or investment advisor, but few, if any, will understand your complete financial position. I will work with you, and your professionals, to ensure you have a holistic and integrated financial plan.

Do you have a financial plan and is it appropriate for your circumstances?

Are you receiving conflicting/confusing advice from your advisors?

As your assets have grown, have you taken steps to protect them?

Do you have strong cash flow, yet lack time to organize your finances?