Personal CFO to Busy Entrepreneurial Couple

The Whites are a busy, professional couple in their mid-40s. They have two children. The Whites retained Foster Thornton to assist them monthly with their personal financial management. This includes cash management, bill paying, preparation of a monthly financial statement, and coordination of banking and financing needs. It also includes working with their investment advisor to ensure that their investment plan is being followed and the results are being monitored. Foster Thornton also works with their CPA for all tax planning and tax reporting requirements.

This allows the Whites time to focus on their numerous business interests, the children’s school, sports and social activities, their own social schedule, and their busy travel schedule.

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