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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:

Time constraints in selecting competent professionals

Advisors not having a
firm understanding of your needs and goals

The absence of a
process for making important financial decisions

Insufficient planning to address unexpected events

Reactive and sporadic
planning reviews

Paying excessive fees

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.

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