I believe my most important function at My Family CFO is to create and maintain mutually beneficial relationships based on trust.
What this means is that we show a genuine interest to protect your lifestyle and preserve and grow your assets for you and your loved ones. In a product-driven industry we are a client-driven firm, and our strategic relationships with some of the best financial, retirement, legal, investment, tax and insurance minds in the United States, we share a consultative approach to educate, organize and prepare you for life's opportunities and financial contingencies.
The real benefit to you is the increased confidence and peace of mind knowing you have a dedicated team of experts on your side to help you make smart decisions with your money and honor the commitments you've made to those you care about.
How We Work
All of our team members bring experience, knowledge & wisdom gained over the years. More importantly, we commit to the following: We will show up on time, do what we say, finish what we start, and only recommend the very same course of action we would accept if we were in your very same situation.
One of the ways we create value is by elevating your financial security capabilities with our SMART Decision Process™ which includes conversations about how to protect your lifestyle and preserve and grow your assets. This proprietary process involves five steps:
- See the future of what you want to be,
- Measure the progress of what you want to do,
- Analyze your options,
- Realize your milestones,
- Track your progress to make sure your plan keeps up with you and you keep up with it.
Through this hands-on approach we learn about your hopes, dreams, fears, goals and objectives. Helping you formalize this five-step process allows you to receive carefully crafted advice and tailor-made solutions for you and your loved ones.
The real benefit is that you have restored simplicity, balance and focus; you have increased clarity, confidence and capability to reach your milestones, and the peace of mind knowing you are well-positioned to enjoy a more constructive and rewarding life focused on the things, events and people that bring you the most happiness.
Some of our other unique processes include:
- myDashboard Online™
- Your personal financial management website giving us the ability to organize your financial life online. It keeps your accounts updated and organized, helps create spending plans, brings your goals into perspective, and more – all wrapped into one convenient digital experience.
- myLife Insurance Solutions™
- Our team of industry veterans deliver creative case design, negotiates medically challenging risks and arranges jumbo capacity life insurance for structurally sound and cost effective personal, corporate and estate planning solutions.
- The Confident Widow's Strategy™
- A series of conversations and a game plan to increase each spouse’s confidence and ability to make informed decisions for you and your family about the survivor’s future, before an untimely death or incapacity.
- The Forensic Policy Analysis™
- An objective, diagnostic process to identify the integrity, merit and future strategies for life, disability, long term care insurance and annuity policies.
- The Enhanced Benefit Strategy™
- Employers are increasing the value and competitiveness of their benefit plans by sponsoring an employee funded payroll deduction plan. This approach allows employees to be more financially secure when faced with the unexpected accident, critical illness or premature death – without impacting the employer’s benefit budget – and also sends the message “We care about you!”
- myBusiness Succession Plan™
- Integrated strategies to help you make good decisions for your family, business and community with particular attention paid to your family’s core values, to address who gets what, when and how in a tax efficient and orderly fashion.
Get Started Now
Are you looking for an innovative way to manage your resources with a higher level of direction, confidence and capability? Let's find out if we have the basis for a mutually beneficial relationship. Give us a call today at 715-241-6763 or e-mail info@myfamilycfo.net.
About Patrick Bradley
Patrick Bradley is a financial consultant with more than 30 years of experience specializing in risk management, legacy planning and business continuity strategies. His commitment to helping others extends beyond his work and into his community where he is actively involved with multiple organizations. Learn more by visiting http://www.myFamilyCFO.net or connecting with Patrick on LinkedIn.