Personal CFO

The premise and promise of The Bonadio Group’s Personal CFO Service is simple.

Just like your company has a CFO that has responsibility for planning, management and oversight of the business’ finances, a personal CFO has responsibility for planning, management and oversight of your finances. You are your own personal CFO unless you hire a trained professional to take some or all of that responsibility off your shoulders. You face and must confront a growing volume of personal financial decisions that can seem bewildering. How do you know that you are making the right decisions, how do you know that your strategies and tasks are being properly implemented and monitored, and how do you find the time to make sure that the team you have entrusted to execute your plan—attorney, banker, accountant and investment specialist—is effective?

Clients of The Bonadio Group’s Personal CFO Service trust us to understand, master and manage the details of all of their hard work, earnings, savings and planning for the future. Many people plan and manage their financial life by default, not by design, so we objectively and independently serve as project managers and advocates for your complex financial affairs, and ensure that your financial plans—from education funding to estate and wealth transfer—get implemented.

Our Personal CFO Service is built upon providing consultative, advisory and management services, not sales of insurance or investment products. We believe that your insurance and investment needs should be handled by specialists in those areas, whether through your current advisors or with those we recommend. This approach gives us the latitude to remain objective, work in your best interests, train solely on advanced planning issues, and provide personal CFO services that will exceed your expectations.

On-demand to Turnkey Personal Financial Management Services

BWA’s Personal CFO Service spans from the basic to the complex, and we tailor our services to meet budgets and needs while striving to help you realize your personal financial management goals. We work on either an hourly or fixed-fee basis.

As your personal CFO, we will be a discrete, well-informed single point of contact that can orchestrate, integrate and oversee the complex moving parts of your finances. If your planning needs are more specific in nature, we provide project-based planning and analysis services. Our clients engage us for services ranging from periodic consultations to turnkey personal financial management that includes planning, overseeing and coordinating all aspects of their personal financial life.

Introductory meetings are complimentary and can be arranged by calling us at 1-518-464-4080.