Dominion Strategic Holdings LLC / Services
Private Practice
Personal CFO Services
A Personal CFO runs your household finances the way a CFO runs a company's: monthly statements, net worth tracking, debt payoff planning and forward projections. It is analytical and reporting work — not investment management, and not advice on what to buy.
Reporting first, decisions second
Most households have no monthly financial statement. Money arrives, money leaves, and the only feedback is the balance. A Personal CFO engagement produces a real profit and loss, a balance sheet and a cash flow summary every month, so the picture is complete before any decision gets made.
From there the forward view becomes possible: net worth over time, debt payoff sequencing, retirement readiness under several return scenarios, and a clean year-end package for your CPA.
What you receive
- Monthly profit and loss, balance sheet snapshot and cash flow summary
- Net worth tracker updated every month
- Debt payoff plan — snowball versus avalanche, with the arithmetic shown
- Retirement readiness projection under multiple return scenarios
- Tax estimate worksheet and a year-end organizer for your CPA
- Subscription and recurring-charge audit with annualized cost
Three tiers
Starter — account aggregation, monthly profit and loss, balance sheet snapshot, budget report, cash flow summary, spending insights and a subscription audit.
Growth — everything in Starter plus net worth tracking, investment performance reporting, debt payoff planning, retirement projection, savings goal tracking, a tax estimate worksheet and a quarterly review call.
Premium — everything in Growth plus multi-year net worth projection and scenario analysis, a year-end CPA hand-off package, a ratios dashboard, a monthly one-on-one call and priority response.
Who this is for
- Households with income from several sources
- Business owners whose personal and business finances are tangled
- Professionals who want a lender-ready personal financial statement
- Families planning for retirement, a purchase or a move
Turnaround. Ongoing monthly subscription, cancellable with thirty days' notice.
Fees are quoted per engagement and are not published. Inquire and you will receive a written proposal with a fixed fee, a fixed scope and a delivery date, at no charge.
Personal CFO reporting is analytical and educational. It does not include investment advice, recommendations on specific securities, tax or legal advice, or management of assets.
Frequently asked questions
- What does a Personal CFO do?
- Produces monthly financial statements for a household, tracks net worth, plans debt payoff, projects retirement readiness and prepares a clean year-end package for a CPA. It is reporting and analysis, not investment management.
- Is this financial advice?
- No. Dominion Strategic Holdings is not a registered investment adviser or broker-dealer. The work is analytical and educational — it does not include recommendations on specific securities or management of assets.
- Can you prepare a personal financial statement for a lender?
- Yes. A lender-ready statement of assets, liabilities and net worth is available for loan, mortgage or visa applications.
- Is the service available in Spanish?
- Yes. All reporting, calls and written material are available in English or Spanish.
- What does a Personal CFO cost?
- Pricing is quoted per household and depends on the tier and complexity. Inquire for a written proposal, prepared at no charge.
Related services
Request a proposal
Tell us what decision the analysis needs to support. You will receive a written proposal with a fixed fee, a fixed scope and a delivery date — prepared at no charge and with no obligation.
787-420-4655 · daniel.torrens@dominionstrategicholdings.com · San Juan, Puerto Rico