P​ersonal wealth can be an immense challenge to manage, often consuming time that could be better spent elsewhere. MyOwnCFO is a group of independent professionals dedicated to assessing, managing and overseeing complex financial affairs. We offer flexible availability and customization of involvement based on individual needs.







Inability to balance unexpected issuess

Tax liability concerns

Critical time pressures and constraints

Overwhelming deadline worries

Uncertainty of investment performance

Life Friction™

Fluctuations in net worth

Overflow of paper

& communication from numerous advisors