Starting or growing a business often requires access to credit to manage cash flow, make essential purchases, and build a strong financial profile. But what if your personal credit score has taken a hit or two? While qualifying for a business credit card can be tougher with a lower score, Read more…
In the financial world, finding a CFO or Financial Professional who doesn’t have products to sell can feel like stumbling upon a unicorn. Many financial advisors offer investment accounts, insurance, or other financial products as part of their services. But what happens when your advisor doesn’t sell anything beyond their Read more…
A budget sheet is a financial document that outlines the projected income, expenses, and net profit or loss for a specific period—usually a month, quarter, or year. It serves as a roadmap, helping a CFO or financial professional manage finances, plan for future costs, and ensure the business can meet Read more…
Empowering Small Businesses, Startups, Nonprofits, Solopreneurs, and Investors: How Financial Planning Solves Common Challenges In today’s fast-paced business landscape, effective financial planning is more critical than ever. Whether you’re running a small business, starting a nonprofit, managing your own solopreneur venture, or making investments, the financial hurdles can be overwhelming. Read more…
Comparing Different Methods to Save Money (and Why a Personal CFO Can Help You Win Big) Saving money is important, but with so many strategies out there, how do you know which way to save money is right for you? Let’s take a look at some popular methods, pair them Read more…
What if every coupon or discount you score wasn’t just a way to save a buck or two but actually a ticket to growing your savings account? That’s the beauty of savings matching! It’s a simple and sneaky-smart way to build up your savings without having to overthink it—or make Read more…
What is Financial Viability and Why Does It Matter? Alright, let’s talk about something that might sound super fancy but is actually pretty simple: financial viability. Basically, financial viability is all about whether your business can make enough money to keep going. It’s the difference between thriving and just surviving Read more…
So, you want to dive into the world of NIL deals, huh? Well, let me tell you something—it’s not just about how fast you run or how many touchdowns you score. The real game-changer? Your brand. And I’m not talking about slapping your name on a couple of social media Read more…
In today’s rapidly evolving landscape, student-athletes have a huge opportunity to profit from their personal brand through Name, Image, and Likeness (NIL) deals. But signing an NIL deal isn’t just about being a standout athlete—it’s also about standing out as a person. Whether you’re a Black water polo athlete in Read more…
As a business owner, you’ve probably realized that your personal and business finances are often tightly connected. It can be tricky to balance the two without one spilling over into the other. That’s where a CFO who manages both personal and business finances can be a huge asset. By taking Read more…