Your Income Is Elite. Your Financial Strategy Should Be Too.

A private, invitation-only financial partnership for executives earning $250K+ who are ready to move beyond budgeting — and start operating like a CEO.

This Is Built for Leaders — Not Learners.

You've already achieved what most people dream of. You're an executive. A business owner. A high-performing professional making serious money.

But here's what nobody talks about: Behind the income and influence, your personal financial life still feels like a project that's always on hold.

Sound familiar? You're juggling multiple income streams, complex tax situations, and investment decisions that could make or break your future — all while trying to maintain the lifestyle that reflects your professional success.

You don't need another budgeting app or generic investment advice. You need what every successful business has: a dedicated CFO focused entirely on your financial success.

You're Not Hiring a Coach. You're Appointing Your Own Personal CFO.

The Private CFO Experience is a 12-month white-glove financial partnership designed to manage your entire personal financial ecosystem — from income optimization to investment strategy, cash flow management to legacy planning.

This isn't about teaching you to balance a checkbook. This is about building systems that support your success, protect your time, and align every dollar with your long-term vision.

Think of it as having a dedicated financial executive on your personal board of directors — someone who knows your goals, understands your complexity, and is invested in your financial success.

A Year of Total Financial Partnership

  • Strategic Onboarding + Comprehensive Financial Audit

    Executive-level review of all income sources, expenses, assets, debt, and risk exposure

  • Weekly or On-Demand 1:1 Strategy Sessions

    Real-time decision support when you need it most — whether it's a major purchase, investment opportunity, or career transition

  • White-Glove Coordination with Your Existing Team

    I work directly with your CPA, attorney, and financial advisor to ensure every aspect of your financial life is perfectly aligned

  • Custom-Built Financial Operating System

    No spreadsheets. No guesswork. Just crystal-clear systems that run your financial life like a well-oiled machine

  • Lifestyle + Legacy Planning

    Design a comprehensive system that supports what matters most — family security, personal freedom, and lasting impact

  • 24/7 Concierge Access

    Voice, email, and secure chat access. You'll never wait weeks for answers to time-sensitive financial decisions

Why Most High Earners Stay Financially Stuck (Despite Their Success)

  • You're managing way too much complexity alone

  • Your career success has outpaced your financial systems

  • You've completely outgrown basic budgeting advice and cookie-cutter strategies

  • Every income increase brings new tax complications and investment decisions

  • You're too busy building your career to optimize your financial life

  • Generic financial advisors don't understand high-earner challenges

The Private CFO Experience solves this by giving you a dedicated financial partner who understands your world, manages the complexity for you, and provides executive-level support for every decision that matters.

The Investment

This is a serious financial partnership for serious professionals.

Annual Investment

$100,000

Comprehensive financial partnership for 12 months

To put this in perspective: Most executives at your level lose more than this annually to tax inefficiencies, poor investment timing, and financial decision paralysis.

This investment typically pays for itself within the first quarter through optimized strategies, avoided mistakes, and captured opportunities you would have missed otherwise.

Request Your Private Invitation

Due to the intensive, personalized nature of this partnership, I work with fewer than 12 clients annually.

Each partnership requires significant personal attention and coordination with your existing financial team. Quality cannot be compromised.

If you're ready for this level of financial partnership, submit your invitation request below. You'll receive a personal response within 48 hours to discuss your specific situation and determine if we're the right fit.

Frequently Asked Questions

Is this conducted virtually or in person?

All sessions are conducted virtually via secure video calls, though in-person meetings can be arranged for clients in major metropolitan areas.

Do you work with business finances as well?

While the primary focus is personal wealth management, we integrate business income, tax strategies, and business investment decisions with your overall financial plan.

What makes this different from working with a traditional financial advisor?

Traditional advisors focus primarily on investment management. The Private CFO Experience encompasses your entire financial life — income optimization, tax strategy, cash flow management, lifestyle planning, and investment coordination — with the hands-on support of a dedicated financial executive.

How quickly will I see results?

Most clients experience immediate clarity and stress reduction within the first month. Measurable financial improvements typically begin within 60-90 days as we implement optimized systems and strategies.