strategic review, advice, implementation & oversight

Imagine your own all-star team! Whether we work with your current advisors, or assemble our “best of the best”, we are with you as we craft and regularly review your life financial path. Expand and improve your team’s inputs, while reducing fees at the same time.

10 reasons why you may need The Family CFO:

1. You are forced into becoming the primary financial decision-maker because of impending or recent death of your spouse or divorce
2. A loved one’s retirement health has or is deteriorating, and you need help with important decisions that could affect your wealth and legacy
3. You are questioning whether the financial path you are on is best to accomplish your goals
4. You moved geographically and left your money “Home Alone” (so to speak!)
5. You don’t have an Investment Policy Statement, or do not review it regularly
6. You are planning to change advisors and don’t know where to start
7. You think the fees you pay are too high, and want to understand the hidden fees
8. You want to bring your family in on the planning and legacy process
9. Your advisor is both your planner and portfolio manager
10. You advisor is a friend or relative

The Family CFO is on YOUR side. We sit alongside you; not across from you!

Regardless of whether you are an experienced investor or a spouse that has been forced into a financial decision-making role, a professional that sits at the table with you helping with your financial decisions can make sense. Managing your investments, and managing your financial life path are two completely different things. The strategic advantage offered by The Family CFO can make a difference. Whether you have been a “do-it-myself” investor, or you work with an advisor that you are not sure has the “chops” you are paying for, we are comfortable in our role. And if you are already working with an advisor, we can usually add our value without increasing your fees.

For existing clients, there will be no change other than our branding. We appreciate your business, and expect you may even see additional services with no increase in fees.

For new clients, you will see a level of service that will touch every aspect of your financial life; we advise on anything that affects your family’s net worth and financial well-being. We are happy to add our more comprehensive value as the quarterback of your “all-star” financial team; one that sits with you in your decision-making process. Your goals become our goals, and we use our professional and deep life experience to accomplish them. And most times we can do this with NO INCREASE IN FEES! (And, we can usually work through situations where a client says “I want your help but my current advisor is my _______________ (fill in the blank; example “brother-in-law”).

If you or someone you know has, or is about to experience a major life event such as divorce, death of a loved one or where additional healthcare is imminent, call 612.414.3444 or schedule a meeting at calendly.com/johnlnelson. TAGWA’s Family CFO services can help with the many decisions during these most difficult times.