Christopher Swan, CFP®'s Linkedin Analytics

If you’re a busy Christian investor and retiree in your 30s, 40s, & 50s looking to be a better steward of your money, you should consider hiring a CERTIFIED FINANCIAL PLANNER™️ as your Personal CFO. Christian investors and retirees in their 30s, 40s, and 50s have to be better stewards of their money or they'll find themselves financially screwed. Financial research is screaming a scary story, professionals between the ages of 35-55 have under saved for retirement. Many professionals earning >$100k/year are living paycheck to paycheck and have less than $1,000 in the bank. It's easy to understand why. Balancing the demands of today while saving & investing for tomorrow is hard. That’s where your Personal CFO starts. My team and I will help you consolidate, organize, purge, & transform your overly complex financial info into clarity and better financial decision making. We combine the three most crucial decision-supporting tools – a dedicated CERTIFIED FINANCIAL PLANNER™️, intuitive wealth management software, and a collaborative financial team to turn your financial decision-making from emotional guesstimates into an exact science. Our goal is to help you transform your aspirations for financial freedom into inevitable realities. Simplify your finances, avoid major mishaps, and get some help! If you're interested in hiring an independent CERTIFIED FINANCIAL PLANNER®️ as your Personal CFO, shoot me a message, I'll do everything I can to help.