I am a CERTIFIED FINANCIAL PLANNER & founder of Swan Capital Financial Planning. I provide personal CFO services for business leaders in their 30s, 40s and 50s.
Services Offered
Business budgeting
Consulting
Estate & Trust
Financial planning analysis
Financial services
Inhouse CFO
Personal finance planning
Tax planning
Software and Platforms
Industries Served
Automotive
Construction
Engineering
Farming / Agriculture
Financial services
Government
Healthcare
Hotel & hospitality
Import/Export
Information technology
Infrastructure
Manufacturing
Not-for-profit
Professional services
Retail
Supply chain & distribution
Transport
Utilities
Please note that Relay does not guarantee the quality of any particular partner and that information on this page was submitted by the partner. This directory contains some of our recommended partners, but every business’s needs are different, and you should take the time to evaluate the partners before selecting one.