True financial planning is a very in depth process. There are many moving parts that are involved in order to fully address all the important areas of your financial life. This is not a one-man/woman job. Similarly, you wouldn’t expect your general physician to perform heart, oral, and brain surgery. You need a dedicated team for all your health needs; the same applies for your financial well-being, too.
We understand that trying to coordinate and connect so many different individuals can be a challenge. How can you ensure that all your advisors are on the same page? In 2015 our Co-Founder was going through a health challenge and was sent to various medical professionals who all provided different diagnoses. You can imagine how frustrating this could be; never truly knowing what is actually accurate when your life’s on the line. All of the medical professionals had good intentions, but they were operating in a silo.
All of the diagnosis’s that were given, were based on a compartmentalized perspective from operating within the realm of their own narrow scope of expertise, without understanding the connection and impact that one part of the body had on another. No one truly understood the full scope of the situation with a comprehensive view of all the moving parts. We knew that there was a better way. A more integrated and thoughtful approach. That is how we formed the Financial CEO model.
As your Financial CEO, we are responsible for having a global view of your entire financial strategy. You act as the chairman of the board. We are your centralized point of contact for all of your financial needs. We lead, coordinate and Direct (LCD) your entire financial team to act harmoniously on your behalf. We know that your livelihood and legacy are on the line so we act with sincere intention developing a financial strategy that makes you feel enlightened and empowered.
Who We Serve
Building, growing and scaling a business takes a lot of work. Sometimes, it’s easy to overlook the importance of keeping your personal financial house in order. We serve as the head of your financial team so that you have the clarity and peace to continue to focus on your business. In addition, we provide business insights that help grow your business to new heights
Founders of high-growth startups
Founders of Growing Service-based Businesses
Public Figures who monetize their personal brand at scale
Founders of growing E-commerce businesses
We only take on a select few clients a year. Please fill out the form below to see if you meet our eligibility requirements and/or if we have any current available slots for new clients.