Personal CFO Services
Roy CFO Advisory Services provides a wide range of financial planning services as a personal CFO to Individuals & Families. The goal is to give you financial peace of mind, life style enjoyment and to grow your net worth. The following is a list of services provided:
Goal & Objectives
- Annual Development and Monitoring of Life Goals
Planning & Budgeting
- Development of Monthly & Annual Budget
- Annual Saving and Investment Plan
- Cash Flow Planning
- Financial Account and Process Simplification
- Expense reduction & management
Monthly Financial Reporting
- Bank Account Reconciliation
- Monthly Income/Expense Statement-Actual vs. Budget Analysis
- Net Worth Statement
Taxes
- Tax Planning
- Tax Preparation
Asset Management
- Investment Management & Oversight
- Real Estate Investment Transaction Execution & Management
Risk Management
- Home, Auto and Umbrella Insurance Oversight and Management
Retirement Planning
- Retirement account management
- Development of Retirement Plan
Estate Planning
- Will & Estate Planning Oversight