Calendars, checklists, decision rules and 30-minute reviews that keep every part of your household's finances on schedule.
Seven domains cover a high-earning household's whole financial life. Each one gets scored on a fixed cadence.
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.
Every review updates one scorecard and ends with named actions.
Confirm bonus withholding before September 15.
Four moves at every cadence. The depth changes, the shape never does.
Playbooks cover the recurring calls. Everything else gets decided once and written down.
Small percentages compound. The tools turn them into dollars before you decide.
No transaction-watching. A repeatable schedule reviews the right information at the right depth.
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. Playbooks for every life stage, procedures for all seven domains, and seventeen worksheets across the five cadences.
Get the OSEach tool answers one narrow question and exposes its assumptions. Everything you enter stays in your browser.
See the payoff date, total interest, and what one extra payment changes.
Set a search range that protects cash reserves and monthly flexibility.
Turn a small-looking expense ratio into its long-term dollar cost.
Translate liquid cash into months of essential household coverage.
Find the monthly contribution required to reach a dated goal.
The 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. YourMoneyOps 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.