When it comes to financial planning, you don’t know what you don’t know, and no matter how hard you try, you can’t be all things to all people.

Because you are busy and value professional advice, it is increasingly important to hire the right expert for the task at hand. That’s why C3 Wealth Advisors takes the personal Chief Financial Officer (CFO) role very seriously.  

Most professional corporations and small businesses do not have the volume of business to hire an internal CFO, yet they do need CFO advice and organizational skills. Our advisors have the skills and abilities to ensure that all your ducks (aka specialists) are aligned and working together to help you achieve your goals. Together, we connect you, the Chief Executive Officer, with the information you need to drive the direction and success of your wealth management.

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We work with you, your current professionals, and the amazing specialists we’ve sought out to ensure that you have all the information you need to make the most informed decisions that truly empower you and your wealth.

How a Personal CFO Can Help

As your personal CFO, we can help you with all aspects of your financial planning and wealth management. This includes:

  • Giving you confidence that your investments are in solid businesses, purchased at correct prices, to set you up for success in reaching your retirement goals.
  • Providing peace of mind in knowing that you have an appropriate asset protection and risk management plan.
  • Providing advice based on knowledge and experience around a practice purchase or business partnership arrangement so you can proceed with confidence.
  • Planning to minimize taxes now, when you retire and for your legacy.
  • Educating you about all aspects of financial planning and wealth management.
  • Creating opportunity and flexibility because none of us truly know the future.
  • Understanding your charitable desires and reviewing the various options with you to help you save tax dollars while doing good.

How is a Personal CFO Compensated?

The vast majority of our work is done on a fee-for-service basis, much like with your accountant and lawyer.

When appropriate, we may make recommendations to involve specific insurance products and we are paid a commission for that work.

If we help you place investments, through referral to Value Partners Investment Counsel (VPIC), or set you in bank or insurance products, we are paid a referral fee or trailing commission as part of our services.

In all cases, compensation is always discussed ahead of time and provided in writing at the beginning of our work and as part of our Letter of Engagement.

We have enjoyed and trusted Roxanne since we started doing business with her some five years ago.  Over that period of time, Roxanne has expanded her knowledge and association with some great investment minds.  Confidence is required in any relationship, and we are confident with Roxanne and her team even in these volatile times.  We are looking forward to a great future.
Randy S
Estate planning to me was a daunting and stressful task. I knew it had to be done but where do I begin? How do I divide my estate? To whom? How much? The list goes on. However, lucky for me my estate planner, Roxanne Arnal has my back. What an enormous relief to have a person who knows the right questions to ask and delves into areas you had no idea existed. In the end, having an estate planner and having a plan in place is the best move you can make for your own piece of mind!
G Whiting
Roxanne has provided me with peace of mind financially and a clear path to retirement.
Dr. K. Jacobs
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Ready to Get Started?

Having a personal CFO can lift a ton of weight off even the most capable shoulders. If you’re ready to find out whether C3 Wealth Advisors is right for you, contact us today. We look forward to working together to solve your challenges and assist you in achieving your goals.

Request a Consult

Ready to Empower Your Wealth?
Let’s start a conversation today.

Request
a Consult