Feb 2020 - Present
As your Personal CFO, I provide a holistic approach to financial planning. I look beyond your investment management needs and seek to solve a full set of challenges necessary to achieving true financial independence. My areas of expertise range from retirement planning and asset protection, to wealth transfer and charitable giving. I work with teams of trustworthy, specialized professionals, including CPAs, attorneys, as well as your existing advisers, to help drastically reduce time spent on financial matters you may not be an expert in. This allows you more time to focus on things you are an expert in - like inspiring people, leading your family, growing your organization and enjoying life!