The CFO Plan Is Just for You
What to Expect with This Plan
Here's how the CFO plan will give you executive-level financial command
You'll command your empire
Unlimited bank connections, executive dashboards, and cohort analysis give you the complete financial picture. You'll see everything, control everything.
You'll make strategic decisions
Income assessment, quarterly reports, and financial forecasting tools mean you're operating at a strategic level. Every decision is data-driven and intentional.
You'll lead the pack
Priority support, full API access, and cohort leaderboards put you among the financial elite. You're not just managing money—you're mastering it.
What's Included
Unlimited Connections
Connect every account, track everything
Executive Intelligence
Cohort analysis, income assessment & quarterly reports
Enterprise Features
Priority support, full API, cohort leaderboard
Includes Personal Onboarding Call
Within 24 hours of connecting your first bank account, you'll receive a complimentary 1-on-1 onboarding call with me. We'll review your setup, answer questions, and ensure you're getting the most from your plan.
Because I personally handle these calls, I can only support a limited number of new members each month. Spots are based on my current availability.
Join the financial elite who demand complete control