What is a Personal CFO?

What is a Personal CFO?

In today’s article, I felt it time to write about something near and dear to me, understanding what a personal CFO is and why each family, who is serious about changing their financial future needs one. First, what is a CFO and what do they do? CFO is an acronym for...
How To Build Financial Confidence.

How To Build Financial Confidence.

Having talked to thousands of people about money matters and finance, I have found that most people lack financial confidence. One may ask, why this is? The simple answer is with a question, “Where, or even when, did you learn about money or finances?”  Most answer...