Personal CFO Services

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


  • 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