Personal CFO Services
Woven Capital’s Personal CFO Program is a high-touch financial planning and investment management program that allows you to fully outsource your finances. We offer the program at two different levels – Lite and Premium – to help you tailor the engagement to be exactly what you need.
Personal CFO Services
Our goal through the Personal CFO Program is to provide you the education you need to make empowered money decisions, organize your finances, and keep you moving forward and on track to meet your lifestyle goals.
| What is Included | Lite | Premium |
|---|---|---|
| 90 Minute Intake Meeting | ||
| Access to Client Portal | ||
| Access to Cash Flow Management App | ||
| Written financial plan with specific recommendations | ||
| — Visioning Exercise | ||
| — Financial Life Goal Setting | ||
| — Balance Sheet | ||
| — Cash Flow Statement | ||
| 12 Month modular “Action Plan” to help you prioritize | ||
| 60 minute plan delivery meeting and strategy session | ||
| 60 minute accountability check-in 30 to 45 days after delivery | ||
| Investment Management Services for your IRA, Trust or Retirement Accounts* Investment Management | ||
| An objective Certified Financial Planner who you can call anytime | ||
| Unlimited Email Support (within reason, please) | ||
| Regular Check-ins | Semi-Annually | Quarterly |
| Implementation Assistance As Necessary | ||
| Ongoing Financial Coaching | ||
| Sign Up | Sign Up |