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When you are the Financial Planner & the Client

May 28th, 2010 at 07:26 pm

It is a tough thing to balance being the CFO of a company, a Financial Planner and have a Family. I don't mean the time constraints because that isn't it. It is how to balance your mental state of mind because frankly all three have different mind sets. As CFO my role is to be the captain of a company and guide it through the tough financial waters of today's financial climate. As a Financial Planner your role is to be the first mate and help the captain sail those waters. As a family man you are both but yet I need to be skeptical of a CFO or a Financial Planner.

Do they both have my best interest in mind. Being all three I have to ask myself as a family man would I respect what my CFO self or Financial Planner self recommends? There are a lot of unscrupulous CFO's and Financial Planners out there looking to pad their bottom line. Thankfully I have that Family man inside of me to ground all three and do the right thing. There is no better feeling then knowing you helped a family out and put them on the right track. The same track I would want my family on.

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