Your Personal CFO

Portfolio management is only half of my offering. Advice is invaluable. By acting as your Personal CFO, I can increase your odds of success by using my DataDriven Process to help you make better financial decisions. 

Typical questions include:   

  • How much money do I need to comfortably retire?
  • How much money should I have in U.S. stocks? 
  • How much risk am I taking in my portfolio?
  • What type of mortgage best meets my needs? 
  • Should I be paying off my mortgage or not?   
  • How should I finance my next car? 
  • How should I finance my home improvement project?   
  • Is there a better way to finance my debts?   
  • What is the best social security strategy for me?
  • What should I do with my annuities? 
  • Should I be pulling money from my IRA or after-tax account?