Book

Product · For you · Ongoing service

Personal CFOMonthly subscription

Your own finance professional every month: check-ins, budget review, decisions before big purchases.

Your own finance professional, every month. They review your budget, keep the plan on track and help you decide before a big purchase, not after.

01 Personal CFO

Who it’s for

  • You have done Day One and want support to follow the plan
  • You have several sources of income: salary, business, rent
  • You are planning big purchases and want advice before you decide

02 Personal CFO

What you get

  • A monthly check-in and budget review
  • A short report on how you are tracking against the plan
  • Advice before big purchases and decisions
  • Plan updates when your life changes

03 Personal CFO

How it works

  1. 01

    Request

    You send a request and we match you with a professional.

  2. 02

    Starting review

    If you haven’t done Day One, we start by reviewing your finances.

  3. 03

    Monthly check-ins

    Once a month we review the budget and the plan.

  4. 04

    Decisions

    Before a big purchase, you talk it through with your professional.

04 Personal CFO

What we need from you

  • Statements and income details at the start
  • Each month, fresh statements or access to your budget spreadsheet
  • Telling us about big decisions in advance

Questions

How is this different from Day One?

Day One is a one-off review and plan. Personal CFO is ongoing: your professional keeps the plan on track and helps with decisions along the way.

Book Personal CFO

Send a request: we will clarify the task and tell you the price.

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Other products

All products for you

  • One-off service

    Day OneFinancial Check-up

    We review your income, spending and debts and write a 12-month plan.

    • Income and spending broken down by category
    • Debt review: the cost of each loan and the order to repay them
    • The reserve you need and how to build it
    • A written 12-month plan with concrete steps
    Duration
    On request
    Price
    Price on request
    Book Details

  • One-off service

    The DateGoal planning

    A plan to reach a dated goal: how much, by when, and what to change.

    • The goal amount, adjusted for inflation
    • Monthly contribution and timeline
    • What to change in your budget to make the goal realistic
    • Checkpoints at 3, 6 and 12 months
    Duration
    On request
    Price
    Price on request
    Book Details