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Personal Services

Who Needs a Personal CFO?

At Executive Extension, we combine our insights and skills to help manage your household.  Regardless of your stage of life, we can help.  Who needs a personal CFO?

  • Busy Executive

  • Working Couple

  • Early Stages of Life

  • Recent Widow/Widower

  • Living out of town / Retiree

  • Fiduciary Responsibility of Parents

We can help with the following tasks:

  • Goal Setting

  • Bank Statement Reconciliation

  • Reporting

  • Bill Payments

  • Coordinating Tax & Financial Advisors

  • Investment Property Report

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