7. You the CFO

As a CFO, you will need to balance the books. You need to have a clear view of what the revenue (income) is, what the COGS & operating expenses (spend) are and what’s the net profit (savings) that can be ploughed back to grow (investments).

You look at the debts, assets, and overall finances and will have to make the best decisions in the interests of your family.

Good thing is, you don’t have to publish quarterly results or pay dividends to your shareholders.

On the other hand, while you are still the CFO, you can hire external help (coach / auditor / advisor) to understand your business plan (dreams and aspirations), arm you with the right tools to visualize your data, draw meaningful insights and enables you make data driven decisions.

This is where my comprehensive LEADERS (Living Expenses, Emergency Funds, Accidental Death, Effective Retirement, Sunset) framework helps you create a sustainable plan (for the current and the future).

Don’t forget, for the first 10 customers, I will help you ensure this is a cost neutral proposition (minimum of 1X savings in year one) through comprehensive portfolio review.

What would make you perform the role of a CFO more seamlessly? Share your thoughts and comments.