MONTHLY HOUSEHOLD CFO SUPPORT
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Individuals $300 + monthly | Households $400 + monthly
Individuals $300 + monthly | Households $400 + monthly
Perfect for individuals and households who are ready to stop wondering where their money is going and start making intentional progress toward the life they want to build. Whether you're saving for a home, paying off debt, planning a wedding, preparing for a growing family, or simply wanting more confidence with your finances, this service provides the structure, accountability, and expert guidance to help you get there.
Unlike generic budgeting apps and one-size-fits-all financial advice, every plan is customized to your unique income, spending habits, lifestyle, and goals.
Your First Month Includes:
Your First Month Includes:
• A comprehensive review of your current financial situation
• A custom Taylor-Made monthly budget built specifically for your household and financial goals
• A personalized Monthly Financial Clarity Report ranging from 10- 20 pages with insights, recommendations, spending observations, and goal-focused action steps
• A custom Excel financial dashboard featuring income tracking, spending breakdowns, budgeting tools, and visual reporting
• Weekly check-ins to provide accountability, answer questions, and help you stay on track
• A 30-minute end-of-month review to assess progress, celebrate wins, and make adjustments for the month ahead
Ongoing Monthly CFO Support Includes:
Ongoing Monthly CFO Support Includes:
• A refreshed Monthly Financial Clarity Report highlighting your financial progress and opportunities for improvement
• Continued updates to your custom Excel financial dashboard
• Weekly accountability check-ins
• A monthly review meeting
• Ongoing support as financial questions, decisions, and life changes arise
Most importantly - you'll have a financial expert in your corner helping you make confident decisions with your money without guilt, confusion, or overwhelming financial jargon.
Investment :
Investment :
Individuals
Individuals
First Month (CFO Support + Set Up): $400
First Month (CFO Support + Set Up): $400
Ongoing Monthly CFO Support: $300 / month
Ongoing Monthly CFO Support: $300 / month
Households
First Month (CFO Support + Set Up): $500
Ongoing Monthly CFO Support: $400 / month
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