I cannot prove this, but I think I write more than any other CFO or small-business financial advisory firm. Accordingly, I am compelled to read a lot, especially the content that shows up daily on my LinkedIn feed. I do so because I don’t want to be rambling about the same material everyone else does. Also, I don’t want to be dull and boring like the young Johnny Cash was in that studio scene in the movie, Walk the Line.
Oddly, I have never seen a discussion on personal financial planning and tracking for CEOs. In this brief discussion, I’ll walk you through my preferred layout, which also includes market-based net assets that will be relevant whether it’s your first or next discussion for bank financing, estate planning, or family office annual updates.
As a small bonus, I’m going to expose you to some behavioral finance 101 that will be useful with your financial advisor meetings.
G3VIP
To read this article, you need to log in as a G3VIP.
