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Family CFO
$2000 current bid
1 Bid
FMV: $9750
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One year concierge financial advisory services from Preston Zapffe, CFP . Preston is the Principal at Family CFO, a multi-family office focusing on education and support for families who are trying to navigate their own financial journeys. Family CFO provides education and support to individuals and families to reduce conflict and anxiety about money. The process takes roughly a year and involves 6-8 meetings. In that time, the process reviews financial technology employed by the household, automation, reporting, cash flow management, goal setting, and most importantly healthy communication.
Expires December 31, 2021.
Donated By Family CFO