To Help This Make Sense...
I like to ask this ONE SIMPLE QUESTION.
First, please think of a business that you would consider to be "successful"...
Once you've decided which business that is for you...
Now, please tell me what that business would look like if they didn't run their business like a business?
Would they still be "success" in your mind?
Here's a few simple examples of what might be different...
Maybe they'd ignore the ability to use their existing business resources more effectively?
Maybe they'd ignore business opportunities that are unknowingly at their fingertips?
Maybe they'd miss out on opportunities to be involved in the community that they love?
Maybe they'd be are ignoring various expenses that could be minimized or eliminated?
Maybe they'd be so focused on the short-term, that they forget about the long-term?
Maybe they'd ignore tax opportunities?
Maybe they'd ignore existing tax liabilities?
The point is, successful businesses pay attention to these details because they have to... or their business could be gone!
So why don't people and families do the same thing?
Is it because, most don't realize that this option is available?
Or is it because they're not comfortable talking about money?
Or is it because they're too tired when they get home from work to learn more?
Or is it because they trust the "talking heads" of the financial industry?
Or maybe it's because they believe that they have it all figured out?
The truth is, I don' t know the answer to that question...
And it's most likely different for everyone!
But according to __________, 8 out of 10 Americans live paycheck to paycheck!
...what I do know is that I consistently work with have discussion with some pretty sophisticated financial minds and I don't remember the last time that a meeting ended and the person on the other side of the table didn't graciously thank me for the conversation that we had about their financial strategies.
I don't say this to brag!
I say this to bring light to our question above...
So here's another question...
What would your financial picture look like if you had a PERSONAL CFO?
Maybe you're in a corporate setting...
or maybe you're a business leader/owner...
or maybe you're fresh out of school and/or starting your working life!
Regardless of where you are right now...
Is it worth ~15 minutes of your time to see what you might be missing out on?
If you make $1,000 per hour... that would be $250 of your time.
My guess is that you'll walk away with far more than that!
For some of our clients, it's millions of dollars.