Personal CFO Program
Successful companies rely on a Chief Financial Officer (CFO) to be responsible for the financial activities of an entire company. The CFO must serve as the financial authority in the organization, overseeing the integrity of all financial data. Personal financial success requires a similar level of knowledge, due diligence and experience.
Trott Brook Financial's Personal CFO Program is dedicated to providing you and your family personalized advice tailored to your needs and goals. Our Personal CFO Program will deliver initial and ongoing services using collaborative web-based technology combined with the access and personal touch of our CERTFIFIED FINANCIAL PLANNERS ™.
Our financial planning process allows us to seamlessly integrate your entire financial life into a comprehensive plan giving you confidence that your assets are working towards your goal.
Trott Brook's Personal CFO Program streamlines the financial planning process. It provides a single platform where we can advise clients on virtually all their financial matters:
- Cash flow analysis, planning and budgeting
- Investment basics, assets allocation and proper diversification
- Prioritizing financial goals
- Retirement savings strategies
- Tax planning
- Insurance considerations
- Using debt wisely
- Estate planning and beneficiary review
- Aggregation and monitoring of all assets and liabilities
- Maintaining an online vault for important documents
- Review of group benefits
We help clients organize and simplify their financial lives. While the goal might sound easy, the process to get there is not. As your Personal CFO, we are your financial advocate. Click here to download the complete list of Personal CFO services.