About Your Family CFO LLC
My Background
My Background
My Background
Your Family CFO LLC combines financial strategies of Fortune 500 companies and high net worth individuals, with a back-to-basics and educational approach to bridge the multi-generational wealth gap.
Founded and managed by a Wall Street trained professional with over 25 years of financial services experience, whose “Soul Work” is helping in
Your Family CFO LLC combines financial strategies of Fortune 500 companies and high net worth individuals, with a back-to-basics and educational approach to bridge the multi-generational wealth gap.
Founded and managed by a Wall Street trained professional with over 25 years of financial services experience, whose “Soul Work” is helping individuals and communities build wealth, manage wealth and bridge the wealth gap with the overlooked and underserved.
My Philosophy
My Background
My Background
Your Family CFO LLC is a love letter to my mother, Ruby, and to All Caregivers and Other Superwomen who are finally asking for help.
Thank you for showing me the gaps in the support available to women making informed financial decisions and for trusting me to fill that gap.
My Services
My Background
My Services
Your Family CFO LLC is your trusted partner in financial empowerment! Our Back-to-Basics approach provides interactive budget and financial statement tools, customized cashflow and debt management strategies, credit protection and secure data storage solutions, insurance and investment reviews and more.
Whether through personalized one-on
Your Family CFO LLC is your trusted partner in financial empowerment! Our Back-to-Basics approach provides interactive budget and financial statement tools, customized cashflow and debt management strategies, credit protection and secure data storage solutions, insurance and investment reviews and more.
Whether through personalized one-on-one sessions or engaging group workshops, we are here for you.