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Frequently Asked Questions
What is a Personal CFO?
Holly P. Thomas, LLC | Ph: 813.489.1700 | 1901 W. Cass Street | Tampa, FL 33606 | www.hollypthomas.com
Copyright 2010 Holly P. Thomas, LLC.
Disclosure Brochure
In the corporate world, a CFO - Chief FInancial Officer - has myriad responsibilities. They analyze and evaluate asset productivity; ensure timely and accurate production and analysis of financial reports; negotiate relationships with financial service providers; and oversee budgeting, administrative and legal details.
In the personal world, a Personal CFO does the same things for you. In fact, you are the CEO - or co-CEO - of your personal "company"... more
As disclosed in our ADV filed with the State of Florida, we have no "minimum account size."
A better way to assess whether or not you might need a Personal CFO is to see if you have had one or more of these experiences... most of our clients have had at least one if not several... more
How do you know if you need a Personal CFO?
Not necessarily.
If you look at the corporate model, a CFO's responsibilities for planning, budgeting, asset management and more are ongoing and must be managed by someone. However, for an individual or a family, special circumstances sometimes dictate the need for immediate help with a special project. A good example is Estate Settlement... more
Is it always an ongoing relationship?
Small business owners are often so busy and so focused on their business that they have little time to pay attention to their own financial plans for the future. In fact, many small business owners look at their financial situation once a year - at tax time - and they wonder if they are getting sufficient return for all their hard work. When they start asking themselves that question, it's time to consider getting some help some help... more
Does a small business owner need a Personal CFO?
The Value of Choice
If sticking to a financial plan looks and feels like torture to you, you may be looking at it the wrong way.
This picture doesn't look very comfortable either, but it's actually a yoga instructor working with someone who's committed to health and fitness. Sometimes the way things look is much more frightening than the reality. No one becomes a yoga master overnight - nor does anyone master the intricacies of creating new choices for themselves overnight. Achieving your financial dream is a journey. And it all begins with making choices.
