Cash Management and Budgeting

Understanding how to set and manage a budget is a critical component of any financial plan. We are sharing tips on day-to-day budgeting and cash flow.

Is a Personal CFO Right for You?

As Personal CFOs, we work with clients to see the big picture—their total balance sheet and how everything works together. We also painstakingly catalog and analyze every detail, understanding how each component fits into the broader, holistic plan.

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Before You Step on the Field

The correct amount of cash protection doesn’t give your portfolio high returns, but it allows you the flexibility and opportunity to achieve them. Without the proper cash protected, you are always one bad turn away from trouble.

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Jed Collins Detroit Lions NFL

5 Reasons Why Pro Athletes Go Broke

After seven years in the NFL, I transitioned to a career as a financial advisor. The experience has afforded me a new perspective on the situation of professional athletes and their finances.

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