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


What You Can Expect

 (Tailored to your goals; examples below may vary by engagement.)


Aerial view of a beach with turquoise water, pier, buildings, and a golden sunset sky.

Financial Dashboard

A plain-English snapshot of accounts, entities, advisors, and top priorities—kept current for quick decisions.


Annual Calendar & Review Cadence

A schedule covering tax estimates, RMDs, insurance renewals, trust check-ins, lending reviews, tuition deadlines, and travel/snowbird timing.


Advisor Roundtable Summary

A brief capturing who does what, meeting frequency, current projects, and open items—so responsibilities are clear.


Action Tracker & Decision Log

A running list of tasks and outcomes that makes it easy to see progress and revisit prior choices.


Document Vault Framework

Guidance on organizing statements, legal documents, and insurance policies with secure access for the right people


Contingency & Travel Protocols

Prepared steps for storms, medical events, and extended travel—including who to contact and how to access funds and records.

Note: Exact outputs depend on your needs and the scope of our work together. We coordinate with your licensed attorney and CPA; we do not provide legal or tax advice.

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

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.