Personal CFO

Take control of your money and build your own wealth.

Divorce doesn’t have to threaten your financial independence.

The financial decisions you make immediately after the divorce can impact the rest of your life.

But we get it - if you have never been the financial decision maker in the family, it can be difficult to transition into that role smoothly.

Our clients want financial independence without the golden handcuffs of wealth maintenance taking over their whole life. And that’s totally possible.

Partnering with us isn’t just about making sure the bills are paid on time.

We come in to uncover where the money is going and design a sustainable financial ecosystem (asset + debt management, investment strategies, etc.) to ensure our clients’ long-term financial security.

This service is perfect for you if:

Your partner handled all the finances in the family, but you’re not sure how to untangle everything and get the bills paid on time
You want to make smart decisions about your money and live comfortably, but you’re not even sure where to start
You’re worried about the longevity of the cash flow and your post-divorce lifestyle
You want to safeguard your money and assets from potential future threats (if and) when you’re ready to date again

Finalizing a divorce can be both overwhelming and liberating - we empower our clients to focus on the bright side and rebuild their financial future.

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Why our clients partner with us

We guide our clients to make bold, defining decisions about their money by connecting financial actions to desired outcomes.

Certified Divorce Financial Analyst®

By leveraging our in-depth knowledge of asset distribution, and short- and long-term divorce financial planning, and tax law, we equip our clients with wealth retention strategies that increase their net worth and the longevity of their cash flow.

Holistic Wealth Engineer

We blend personalized support to reframe beliefs most non-financially savvy spouses have around money (“I’m not good with money”; “I need to be taken care of,” etc.) with high-level strategies and execution so that our clients can reshape their financial future confidently.

Network of Trusted Partners

It takes a village to bounce back financially after a divorce. Our network of trusted professionals (investment managers, property managers, legal professionals, etc.) has a proven track record for transforming our clients’ goals and vision for their future into their financial reality.

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Our approach

What happens when you work with us

Organizing the finances

At this stage, we itemize all data from the settlement: share of joint assets (marital home, car, company shares, etc.), money in all bank accounts, properties, debt, as well as historical lifestyle data such as income after taxes and expenses.

We make it a priority to connect with our clients and get to know them beyond their balance sheet to deliver a truly white-glove service.

Setting up the financial ecosystem

With a clear picture of the financial reality and our client’s motivations and constraints in mind, we create a sustainable spending plan and assess their investment and saving potential.

At this stage, we set up a bill payment schedule, hire property managers as required, and employ investment managers to ensure sound financial decisions are made to meet our client’s shifting reality and needs.

Acting as a trusted advisor and translator

As the Personal CFO, we ensure that our client’s wealth system is centralized. We are insurance licensed, and we act as a liaison between their attorney, CPA, investment manager, etc. so financial decisions can be taken with our client’s big-picture goals in mind.

When relevant, we translate the legalese and financial terms into plain language to guide our clients through the decision making process.

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FAQs

1. What’s the best time to start working together for this service?

The best time to get us onboard for this service is right after the final settlement session or at least within a couple of months of finalizing the divorce.

Divorce can be emotionally draining, and the pressure to make sound decisions about money when you’re not financially savvy can make things even worse.

We empower you to take the right next steps based on historical data so you can move forward with your life and take ownership of your family’s financial security.

2. How is this service different from the support I get from my CPA?

CPAs assist in preparing tax returns or decoding the tax implications of a major financial decision.

We provide end-to-end wealth consulting as our clients’ personal CFO: from organizing their finances on a platform like Quicken to setting up bill payment schedules, keeping track of all documentation, analyzing lifestyle choices and their financial impact, showing up as their personal representative in meetings with their CPA, attorney, etc.

3. Can you handle everything even if I’m not sure about the details?

We uncover the details in the first couple of weeks through in-depth analysis of our client’s financial reality and by going through all related documentation. After that, we take it from there and it’s pretty much a hands-free process.

The Financial Power of Attorney drafted at the time of engaging us defines the scope of our involvement and gives us the legal authority to make day-to-day and long-term decisions that serve the financial well-being of our clients.

We also work closely with professionals our clients engage (for example, their CPA or attorney) and bring other experts on board (like investment managers, etc.) from time to time.

Real talk: Good financial luck is a series of good decisions. Ready to take ownership of your future?

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