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The Wife2CFO Manifesto

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Past experiences with money, especially during a divorce, have impacted your current
beliefs.

We aim to shatter your self-imposed limitations and provide a sanctuary for
learning, growth, and transformation as you glide into your new life.

Our Wife2CFO program restores confidence and brings greater clarity,
one woman at a time.

 

Learn More »

Transform from Wife to CFO of your life

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The Wife2CFO platform is designed to take you through three phases of transformative growth.

You can emerge stronger and better equipped to find financial security.

So you can take care of what really matters to you.

 

Learn more about Wife2CFO »

 

Meet Michelle Smith - CEO
Meet Michelle Smith - CEO

INTERGENERATION SOLUTIONS


Wealth transfer – especially where a business is involved – can be one of the most complex and challenging issues faced by high-net-worth families. Our experience and best practices in engaging and educating the next generation on wealth issues can help our clients successfully transition their values, along with their assets.

WEALTH MANAGEMENT


For our clients, a wealth management plan is simply to serve their life plans. Our extended offerings provide the finest investment and planning products, services and managers from top firms in finance. Ultimately, we’re here to help ensure that wealth truly serves, rather than complicates, our clients’ lives.

SPECIALIST APPROACH


Our clients will experience a series of significant life events over the year. We have in place specialist teams that provide clear, critical thinking, and an unmatched level of expertise to prepare our clients to meet life’s challenges – whatever they may be.


CURRENT EVENTS/WEBINARS

July 10, 2020 NEW
Mastering Your Money Series with Patrick
Deconstructing Gold’s Shining Moment…and Why it Matter$ »

June 23, 2020 NEW
Source Financial Advisors Mastering Your Money with Michelle »

June 16, 2020 NEW
Discovering how to Align Passion With Purpose for your Post Divorce Endeavors with Michelle »

June 4, 2020 NEW
Master Your Financial Future with Michelle
An Introduction to the Wife2CFO Platform »

May 29, 2020 NEW
Mastering Your Money Series with Patrick
How Credit Card and Other Debt Can Be An Investment Opportunity »

More Upcoming Events