Financial Strategy Oversight
Ongoing Personal CFO model support for your financial decisions
The Personal CFO model isn't just about one-time transactions—it's about having a strategic finance partner who understands your complete financial picture and provides ongoing guidance as your situation evolves.
What This Includes
Ongoing strategic financial advice beyond just lending
Regular portfolio reviews and optimization opportunities
Proactive guidance on market conditions and opportunities
Support for major financial decisions (buying, selling, restructuring)
Access to expertise when you need it, not just during loan applications
Connection to broader professional network as needs arise
Why This Matters
Most people only speak to advisers when applying for loans—missing strategic opportunities
Proactive financial oversight prevents costly mistakes
Having a CFO-level advisor means making informed decisions instead of guessing
Strategic relationships compound value over time
How It Works
Initial Engagement
Start with a lending transaction and comprehensive financial review.
Ongoing Access
Regular check-ins and open access for financial questions as they arise.
Strategic Planning
Annual or bi-annual deep-dive reviews to optimize financial structure and identify opportunities.
Continuous Evolution
Your Personal CFO relationship evolves as your financial situation grows and changes.
Real Results
Vendor Listing Unlocked Through Finance Strategy
Problem
The vendors needed to upgrade to a new home to secure school zoning for their children. They had found their ideal property but couldn't settle their existing home before settlement was due on the new purchase, which created understandable concern about timing and housing security.
Strategic Action
We arranged bridging finance based on the unconditional sale contract of their existing property, allowing the new purchase to proceed before the sale settled.
Outcome
The new home was secured without pressure, and the existing property settled six weeks later, giving the family certainty and the ability to move forward on their own terms.