Personal CFO Services – Pompano Beach, FL
When life gets busy, managing the moving parts of your finances can feel like a full-time job. Our high-touch Personal CFO services in Pompano Beach, FL give you a single point of contact to coordinate investments, cash flow, taxes, estate items, insurance, lending, and professional financial services—so everything works together with less effort on your part. From Pompano’s waterfront neighborhoods to Fort Lauderdale and north to Boca Raton, we deliver family office–style coordination with a warm, local touch.
How We Orchestrate Your Financial Life
Build Your Command Center
We map accounts, entities, advisors, and priorities—then create a clear framework for decisions, documentation, and access.
Align Your Financial Professional Roundtable
We coordinate with your CPA, attorney, banker, and insurance professionals so strategy, documents, and execution match.
Implement & Organize
You receive organized action steps, custodian/bank coordination, and an annual calendar for reviews, filings, renewals, and key deadlines.
Monitor, Report & Adjust
You choose the cadence—phone, video, or in-person at our Pompano Beach office—and receive concise recaps and decision logs after each touchpoint
WORKING TOGETHER
Key Areas We Help
- Cash Flow & Liquidity Policy — Monthly spending, reserves, and large outlays mapped to income
- Investment & Allocation Alignment — Portfolio targets and rebalancing coordinated with your goals
- Tax Calendar & Estimates — With your CPA, plan timing for estimates, withholdings, and filings
- Estate & Beneficiary Reviews — Title/beneficiary alignment and document status checks (attorney-led)
- Insurance Oversight — Life, disability, LTC, property, wind/flood renewal reminders and summaries
- Executive Compensation & Equity — Option/RSU timing, deferrals, and 10b5-1 coordination with counsel/CPA
- Business & Entity Touchpoints — Owner draws, distributions, and inter-entity cash planning
- Banking & Credit Lines — Relationship management and periodic rate/term reviews
- Philanthropy & Gifting — Donor-advised fund coordination and annual giving schedules
- Privacy & Cyber Hygiene — Practical guidance on account permissions, backups, and trusted contacts
Built for South Florida Lifestyles
Our coordination reflects coastal living: hurricane-season preparedness, wind/flood insurance renewals, condo/HOA assessments, marine/boating schedules, and snowbird residency logistics. We help households across Broward and Palm Beach counties keep finances organized and responsive—without tying up cash you might need quickly. It’s especially valuable for:
- Executives and entrepreneurs with multiple advisors and entities
- Retirees and pre-retirees juggling RMDs, pensions, and travel plans
- High-net-worth families seeking family office–style coordination
- Professionals with equity compensation or complex benefits
How Personal CFO Services Power the Rest of Your Plan
Clarity for Wealth & Legacy
Coordinated calendars, beneficiary checks, and advisor syncs make legacy decisions easier to implement.
Discipline for Cash & Investments
A clear liquidity policy supports steady withdrawals and keeps portfolios invested through market cycles.
Efficiency for Tax & Estate
We prepare materials and schedule reviews so your CPA and attorney can act efficiently and in alignment.
Personal CFO Questions We Hear Most
How is Personal CFO different from traditional financial planning?
Planning builds the strategy; Personal CFO keeps all the parts synchronized—advisors, accounts, documents, timelines, and decisions.
Will you work with my existing CPA and attorney?
Yes. We coordinate with your professionals so everyone executes the same plan and nothing slips through the cracks.
Do you pay my bills or move money?
We don’t move client funds or act as a bill-pay service. We set up systems with your bank/custodian and, if needed, coordinate with your bookkeeper.
How often will we meet?
Cadence is customized—many clients prefer quarterly touchpoints plus ad-hoc check-ins for time-sensitive items.
Can you help during hurricane season or extended travel?
Yes. We establish contingencies for document access, emergency liquidity, and contact protocols before you need them.
Is this service appropriate if I already have multiple advisors?
That’s when it’s most helpful. We provide the central hub so each advisor’s work supports the same goals.
Next Steps
Simplify the complex—and get your time back. Schedule a complimentary consultation with our Pompano Beach team.