Our Personal CFO services are specifically tailored to each client’s individual needs. Through our discovery and research process, we assess a client’s situation and consider strategies to address the following:


To help you manage your current and future cash flow needs, from your working years through retirement.

Cash Management

To make sure you have cash when you need it to meet short-term goals (new car, boat, summer home, investment property, extended vacation, etc.) as well as your ongoing income needs.

Investment Management

To provide you with a well-diversified investment strategy tailored to your individual needs. It’s monitored regularly and adjusted as your needs and goals change.

Debt Management

To assist in evaluating and even securing financing options for significant acquisitions and to advise on the proper timing to pay down or pay off debt in order to meet other short and long term goals.

Risk Management

To help you evaluate your risks, both during your working years and after you retire, and to recommend appropriate strategies for the protection of your assets, your income and the needs of your loved ones in the event of a disability or death.

Strategic Planning

To help keep you and your team focused on those life goals you consider most important. Your team will include SKC Financial Group as your Personal CFO, your CPA, your attorney(s), and key family members, as appropriate. We help you to evaluate and integrate all issues that may impact your financial future, and we coordinate your team’s efforts to make sure those issues are addressed currently and through the legacy you may wish to leave behind.

Contact us to start a conversation about your financial future.

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SKC Financial Group