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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.

Buy on Amazon for $14.99

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

Revenue & Spending

Liabilities

What you own and how it's changing.

Liabilities

Revenue & Spending

Liabilities

What you owe and the progress you're making.

Revenue & Spending

Revenue & Spending

Revenue & Spending

What's coming in, what's going out, and your burn rate.

Growth Engine

Revenue & Spending

Revenue & Spending

How your investments are performing over time.

built for every season of financial life

Starting Your Career

Building A Life Together

Building A Life Together

Build financial habits that can serve you for decades.

Building A Life Together

Building A Life Together

Building A Life Together

Create a shared financial rhythm and a common language around money.

Growing A Family

Building A Life Together

Navigating Life Changes

Stay organized as your household finances become more complex.

Navigating Life Changes

Adult Children with Aging Parents

Navigating Life Changes

Regain your financial footing when life takes an unexpected turn.

Adult Children with Aging Parents

Adult Children with Aging Parents

Adult Children with Aging Parents

Stay on top of your own finances while helping aging parents navigate theirs.

Approaching Retirement

Adult Children with Aging Parents

Adult Children with Aging Parents

Understand what you've built and how your financial picture is changing.

Written by a CFO. Designed for Real Life

Diana McCann brings more than 30 years of accounting, finance, and business operations experience, including 15 years as CFO of a software consulting company. Be Your Own Private CFO takes financial disciplines used in business and adapts them for individuals and households.

MEET DIANA

Ready to Be Your Own Private CFO?

30 minutes. Once a month. A financial system you can actually maintain.

BUY ON AMAZON FOR $14.99
  • For Personal Finances
  • For Business Finances
  • Book
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