Tax plan, financial advisor, financial planning, exit business plan
Erin Conrad and Frank Conrad
Creators of The Personal CFO Advantage
Authors. Strategists. Advocates. Professional dot-connectors.
We help real people bring real life, real money, and real decisions into better coordination.
Every Important Financial Decision is Connected
Your financial life should not feel like a group project or like you are playing a game of Scattergories.
You may have a CPA, attorney, insurance policies, investments, retirement accounts, a business, business interests, real estate, a will, and a folder full of "important papers" that you hope someone can find one day....people depending on you and plenty of important decisions ahead, but if no one is helping you connect all the dots and paint the whole picture, you still end up feeling overwhelmed, scattered, and unsure what to do next.
​
The Personal CFO Advantage is a framework for helping successful families, business owners, professionals, and retirees bring their financial lives into alignment, so the major pieces work together, the team of professionals collaborates efficiently instead of competing for attention, and communication is clear and transparent. This framework helps to align all the members of your financial team, find blind spots, eliminate gaps in financial planning, and make confident, cohesive decisions.
​
No one is leading in such a way that connects all the pieces.
The Personal CFO Advantage: Orchestrating Wealth, Confidence, and Success is the guide for those who've outgrown basic financial advice. This is not about having more information. It is about having a clearer path forward. Ready to implement the strategy that brings it all together?
Buy the book today!
​
​
Success creates complexity. Complexity requires coordination.
​
Most people do not wake up one day and decide to scatter their financial life. It happens slowly, undetected easily. But suddenly, you find yourself trying to connect the dots: Forwarding documents, repeating conversations, filling out endless forms, exhausted by the same questions over and over.
Do you ever wonder, is everyone playing by the same book? You deserve to be able to answer yes.
The Personal CFO Advantage was created for you:
-The business owner balancing risk and reward
-The hard-working professional who wants their money to reflect their values
-The couple navigating life transitions with big dreams and even bigger responsibilities
-The family building a legacy and looking for peace of mind along the way
-Anyone who carries the weight of it all for everyone they care deeply about
Inside This Book You'll Learn How To:
-
Create a process for financial organization and structure
-
Questions to ask members of your financial team
-
Stop being the middleman between your financial professionals
-
Identify costly gaps and blind spots in your financial life
-
Build a unified team around YOUR goals
-
Make confident decisions during life's biggest transitions
-
No longer feel overwhelmed and financially scattered
​​
​​
​​
​