Your Personal CFO
Preserving Your Wealth
At Silberman Wealth Strategies, Inc., our services are modeled around the responsibilities that a Chief Financial Officer has within a business.
We believe that the business of your family’s finances benefits from having a Personal Chief Financial Officer; a professional who understands the financial and other vital needs of you and your family.
We provide a Personal Chief Financial Officer (P – CFO service). This means we act as the Personal CFO for a select group of successful individuals and families — with the primary purpose of helping them preserve their wealth and pursue their financial goals.
We also follow this five-step process for each client:
1
Discovery Meeting
We get to know one another. We learn more about your goals, concerns, circumstances, and tolerances for risk. In return, you learn more about us and how we provide the advice and services that you need.
2
Wealth Strategy Planning Meeting
We help identify the barriers between you and your financial goals. At the same time, we develop a baseline report of your current financial situation.
3
Mutual Commitment Meeting
This is where we mutually agree if there is a good fit between you and our team. If we agree to work together, we will execute the documents to get started.
4
Organization Meeting
We'll review all of the various documents that have been created. Additionally, we'll review with you how to easily and securely access information about your investments.
5
Regular Progress Review Meetings
We believe that one of the pillars of our collective success is open communication with one another. This is why we schedule regular meetings to review progress and make any adjustments necessary due to life events, economic or market conditions.