A PRACTICAL GUIDE FOR REAL LIFE
BE YOUR OWN PRIVATE CFO
Take command of your personal finances in just 30 focused minutes a month.
Managing your money doesn't have to be complicated or time-consuming.
Be Your Own Private CFO gives you a practical system for reviewing your assets, liabilities, income, spending, investments, and financial trends in just 30 minutes a month.
Every book purchase includes the companion Printable Workbook at no additional cost.
A Simpler Way to Stay on Top of Your Money
A CFO doesn't manage a business by watching every transaction every day. A CFO steps back, reviews the numbers, looks for changes and trends, and determines what deserves attention.
You can do the same with your personal finances. This book gives you a repeatable monthly rhythm designed to help you stay engaged with your finances without allowing them to consume your time.
The System: four areas. 30 minutes
Assets
What you own and how it's changing.
Liabilities
What you owe and the progress you're making.
Revenue & Spending
What's coming in, what's going out, and your burn rate.
Growth Engine
How your investments are performing over time.
PUT YOUR MONTHLY REVIEW INTO PRACTICE
Be Your Own Private CFO Digital Workbook
Bring your assets, liabilities, income, and spending together in one organized workbook. Enter your numbers each month, then use the Dashboard to review your financial picture and record what deserves your attention.
Your workbook includes:
- A Dashboard with monthly income, expenses, cash flow, and net worth.
- A Net Worth tracker for what you own and what you owe.
- Income and Expense trackers with automatic totals.
- An optional Budget vs Actual comparison, including a full-year review.
- An Account Inventory to keep your financial accounts organized.
- Instructions and space for monthly observations and next steps.
$19.99 introductory price · One-time purchase. No subscription.
Choose Excel or Google Sheets
Your purchase includes both an Excel workbook and a link to create your own Google Sheets copy.
Excel: Access to Microsoft Excel is required.
Google Sheets: A Google account is required. A free account is sufficient.
Delivered by email after purchase. You enter your information manually; the workbook does not connect to your financial accounts.