Our mission is to advocate for your unique needs. Gen X is being pulled in so many directions. You may have kids who are busy with school and possibly ready to enter college. You are certainly busy with your career.
We understand your parents are getting older and you’re concerned about their well-being. At the same time, you deserve to enjoy life and to be able to focus on the people and things you care most about. As you work to manage your finances, it requires time and you only have so much. We want to be your partner in the process of taking control of your future and the circumstances that have the most impact on your financial security. You can rely on us to relieve you of some of this burden so you can spend more time focusing on the people and things you care about most.
In your family, you are the CEO and you have a vision of what you want for your loved ones, both now and in the future. We are your Family CFO, working with you to create a plan that will enable you to make that vision become a reality.