In a corporation, the chief financial officer (CFO) is the executive responsible for the finances of the business. The CFO reports to and takes direction from the chief executive officer (CEO). The CFO also helps to ensure that the overall financial goals and mission of the company are being met in a sound, responsible way. Although the CEO may understand how to manage finances, he or she knows that it is a better use of time and resources to delegate those responsibilities to the CFO. This enables the CEO to focus on the larger mission of the corporations. As a financially successful individual, you are the CEO of your own 'personal corporations' that can benefit from a Personal CFO, someone who can help you intelligently prepare for the future with the level of personal service and attention to your specific goals that you deserve and should expect. Just like a corporate CEO, you may have the education to manage your financial issues. You can also outsource those issues to an experienced Personal CFO, which enables you to focus on higher priorities in your life, such as your family, the peak of your professional career, your community involvement, or simply just relaxing.
Our Personal CFO services are specifically tailored to each client's individual needs. Through our discovery and research process, we assess a client's situation and consider strategies to address the following:
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Budgeting
Our team of experts is here to help you manage your current and future cash flow needs, from your working years through retirement. |
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Cash ManagementMake sure you have cash when you need. We can help you meet your short-term goals (new car, boat, investment property, etc.), as well as your on-going income needs. |
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Investment MonitoringOur team can provide you with a well-diversified investment strategy tailored to your individual needs. We also make sure it’s monitored regularly and adjusted as your needs/goals change. |
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Debt ManagementOur experts can assist you in evaluating and securing financing options for significant acquisitions. We also advise on the proper timing to pay down or pay off debt in order to meet your short and long term goals. |
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Strategic PlanningWe help keep you and your team focused on your life goals you consider most important. Your ‘team’ will include Matchpoint Advisors as your Personal CFO’s, your attorney(s), and key family members, as appropriate. We help you to evaluate and integrate all issues that may impact your financial future and coordinate your team’s efforts to make sure those issues are addressed currently and in the legacy you want to leave behind. |
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Tax ManagementOur experience in accounting and financial background are built on years of experience in audit, consulting and tax matters across a wide array of industries, family businesses and cultures. Leveraging accounting and tax knowledge, along with the financial planning and advisory, allows for a deeper and more complete financial relationship. |
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Risk ManagementWe are here to help you evaluate your risks, both during working years and after you retire. We recommend appropriate strategies for the protection of your assets and income, as well as the needs of your loved ones. |