Calendars, checklists, decision rules and 30-minute review cycles that keep every part of a high-earning household's finances on schedule. No stock picks. No forecasts. A system.
Income, obligations, liquidity and where cash lives.
Liabilities and the reserve policy that prevents bad sales.
Withholding, estimates, events and questions for your CPA.
Retirement plans, equity comp, allocation and fees.
Disability, life, liability, umbrella and identity.
Beneficiaries, directives and who can take over.
Advisors, records, owners and completion dates. The differentiator.
One system
Five cadences
The system does not ask you to watch every transaction. It creates a repeatable schedule for reviewing the right information at the right depth.
Catch exceptions and clear one loose end.
Close cash flow and explain the changes.
Score seven domains and choose three priorities.
Review protection, beneficiaries and continuity.
Run the full planning summit and calendar the year.
One problem or process per video. Career-stage specific, checklist-driven, no hype.
Experience the system in one sitting. A complete guided review that ends with your next three actions.
The full operating manual and workbook. Nine life stages, six cadences, twelve systems, seventeen worksheets.
See the payoff date, total interest, and what one extra payment changes.
Open calculator 02Set a search range that protects cash reserves and monthly flexibility.
Open calculator 03Turn a small-looking expense ratio into its long-term dollar cost.
Open calculator 04Translate liquid cash into months of essential household coverage.
Open calculator 05Find the monthly contribution required to reach a dated goal.
Open calculatorThe 30-Minute Quarterly CFO Review walks you through all seven domains and leaves you with three concrete actions, each with an owner and a date.
Download it now and put your first quarterly meeting on the calendar.
Download the workbookEducational material only. Unsubscribe at any time.
No. A budget is one input. YourFinOps is the review and decision system around your accounts, taxes, benefits, investments, protection, records, and major life changes.
Busy high earners whose financial lives became complicated faster than their operating habits. That includes lawyers, physicians, executives, consultants, partners, and business owners.
No. The system is designed for people who want control without turning financial management into a second job.
They quantify a narrow question and expose assumptions. The Personal CFO OS handles the review process, decision record, recurring follow-up, and professional handoff.
No. The materials are educational. Important decisions should be verified with current official sources and qualified professionals who understand your facts.