Personal CFO 

We provide ongoing financial planning as your personal CFO and Financial Concierge. With unlimited 24/7 access, we adapt your plan as your life changes. We are your go-to resource for financial planning and Investment Management, standing by you through both good and bad times. 

 

  • We offer ongoing comprehensive planning services that enable you to focus on what matters most to you.

  • Access to phone calls and emails is unlimited. Two virtual or in-person meetings per year minimum.

  • Your own online planning portal, where you can aggregate accounts, giving you an ongoing snapshot of your financial progress via Right Capital.

  • Annual: $2,148.00. Quarterly: $537.00. Monthly: $179.00.

  • $500 start-up fee with upfront blueprint development required.

*If you have worked with us before SF&WM, your start-up fee of $500 will be waived.