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

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We can help with the following tasks:

• Goal Setting

• Bank Statement Reconciliation

• Reporting

• Bill Payments

• Coordinating Tax & Financial Advisors

• Investment Property Report