Chief Financial Officers are primarily responsible for managing the financial risks of a corporation. Individuals and families also face significant financial risks that pose a threat to their financial well-being. Both managing and mitigating these risks require extensive time, knowledge, and experience, and therefore, it is typically outsourced to several different professional disciplines, such as investment advisors, tax professionals, legal advisors, insurance agents, etc.
Unfortunately, navigating the complex world of financial planning can often lead to some common breakdowns in a financial plan. A few that standout are:
At Jacobi Wealth Advisors, we embrace, and often play, the role of a personal “CFO” for our clients. Our proprietary Jacobi Method planning process can help minimize breakdowns in a financial plan, thereby putting you in a better position to address your financial goals and dreams.