$100,000 | 12-Month Private Financial Partnership

Your income is elite. Your financial plan should be too.

You’ve built success. But behind the income, investments, and accomplishments—there’s still financial complexity, missed opportunities, or a lack of true clarity.

The Private CFO Experience is a year-long, white-glove partnership for high-performing executives, entrepreneurs, and elite earners who are ready to elevate how they manage, grow, and protect their money — without doing it alone.

This is not coaching. It’s not a course. It’s private financial strategy delivered with the same precision and excellence you bring to your business and life.

What’s Included:

• Strategic Onboarding & Financial Audit 

  We map your full financial picture — income, investments, lifestyle costs, risks, and long-term goals.

• On-Demand Private Strategy Calls

  Meet weekly or as needed to review decisions, make moves, and refine direction.

• Custom Financial Operating System

  Built from the ground up to match your life. No templates. No noise. Just elegant clarity.

• White-Glove Coordination

  We collaborate with your existing team (CPA, attorney, estate planner, etc.) to align every layer of your financial life.

• Quarterly Reviews & Annual Report

  Executive-level insights, progress snapshots, and tailored next steps — delivered on time, always.

• Concierge Access

  Secure and direct messaging (email, voice note, or encrypted chat) for real-time guidance between meetings.

• Exclusive Perks & Private Label Access

  Reserved access to future events, strategic retreats, and VIP-only experiences.

Designed For:

High-income professionals earning $250K+ annually who want a trusted, discreet partner to help them manage complexity, reduce pressure, and design a financial life with intention.

You’ve mastered your income. Now it’s time to master your money — with your own Private CFO.