Personal CFO 

This Service Provides an on-going financial planning relationship.  We are your personal CFO, & Financial Concierge. You have unlimited access to us 24/7, we are by your side along the way.  As your life changes, we are their to help you adjust. Your go to resource for financial planning & Investment Management.  We are with you during the "Ups" and the "downs".  Life changes quickly, and you need someone on your side. 

• On-going full comprehensive planning, allowing you to focus on what’s most important to you.

• Unlimited access to phone calls, and email. A minimum of two meetings per year (virtual or in person).

• Customized Service Calendar.

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

• $2,000.00 per year, or $166 per month. 

• Managed Investments is a Separate fee.

• $500 startup fee, Initially lots of work is required up front, this enables us to develop the blueprint for your plan.  

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