Hey There

We are Frank and Erin Conrad. Authors. Advisors. Advocates. 

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A dynamic husband-and-wife team who believes hard-working, honest people deserve to have confidence, not confusion or chaos, in their lives, and specifically when it comes to their financial situations. Our goal is to help successful individuals, families, and business owners build lives aligned with purpose, values, and legacy. The Personal CFO Advantage is more than a book: it's a movement. This book introduces a game-changing concept, having a Personal CFO to help align your entire financial team. Tired of being the go-between with all of your professionals? Have you outgrown basic financial advice? Are you ready to lead like a CEO?

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Together, we have decades of experience in financial services, investments, corporate finance, operations, accounting, and strategic planning. We bring a unique blend of real-world experience, financial insight, and heart to the work of helping others build wealth with purpose.

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Over the years, we have noticed that even though people are working hard, making smart decisions, working with financial professionals, many are still overwhelmed by the fragmented nature of financial advice. They are juggling investment advisors, CPAs, attorneys, insurance agents, business consultants, and others with the right intentions and goals, but often without a clear conductor helping to bring it all together. As a Personal CFO, a trusted guide who helps integrate every moving part and puzzle piece of your financial life into one cohesive strategy, we seek to bring calm and clarity. This book shows you how to align your team, simplify decision-making, and create a plan worthy of your success.

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That's why we wrote The Personal CFO Advantage. It's more than a book. It's a movement: a mindset shift toward collaboration and empowered-decision-making. Your life. Your legacy. Orchestrated.