Personal Financial Reports that Create Financial Clarity (Top 4)

TAG FAmily cfo

Personal financial reports & insights that you need to make knowledgeable decisions about your wealth.

TAG Family CFO delivers financial peace of mind by providing personal financial reports with the highest quality of data to show a holistic view of personal wealth.  A typical TAG client leads a busy life with complex financial undertakings, such as multiple investments, corporate entities, private equity, trusts, international exposure and collective properties.  In order to stay organized in their financial life, TAG provides personal financial reports that reflect the multifaceted assets and financial holdings.

“The month-end personal financial reports that TAG Family CFO provides to my high-net-worth clients give a clear, aggregated picture of their current financial status and helps establish wealth preservation.” – Estate Attorney 

TAG Family CFO services are customized to meet the need of any situation from basic bookkeeping with bill pay to personal financial management and cash flow analysis.  TAG works in partnership with their client’s personal financial team to streamline their efforts, giving them the backdrop to make better financial decisions.   Learn how TAG Family CFO works with Professional Advisors.

TAG Family CFO | Personal Reporting & Accounting Services:

  • Personal Financial Reporting & Analysis
  • Personal and Family Bill Pay
  • Cash Flow & Budget Management
  • Bank & Credit Card Reconciliation
  • Household Employee Payroll Services
  • Trust Accounting & Foundation Accounting
  • Personal Insurance Review & Coordination
  • Outsourced Personal/Executive Assistant Services

Personal Financial Reports & Analysis

Below are samples of the different types of personal financial reports that TAG Family CFO provides to their clients.  All the details of the report are collected per the 7-Step Process which is set-up at the beginning of the engagement. The main benefit of the personal financial reports is that they show consolidated and accurate numbers that reflect all the assets of the client.

Statement of Cash Flow:

The Statement of Cash Flow Report is a monthly snapshot of inflow and outflow of cash.  As a consolidated report listing all the cash coming in each month and what is being spent, it provides a big picture of overall cash position.  This personal financial report is helpful to execute the financial plans of the client and to be more disciplined with spending and saving, if necessary for retirement.

Personal Financial Reports Cash Flow

Net Worth Statement:

The Financial Recap or Net Worth Statement Report is a consolidated list of assets by asset class and shows a holistic view of all investments from month to month.  The change variants are explained and analyzed into further detail in the financial notes section of the personal financial reports.

Personal Financial Reports Customized

Family Monthly Budget:

This report is for the affluent family or successful entrepreneur who wants to track against a budget.  Typically, the outline of the budget is put into place in the beginning of the year with the help of the client’s financial planner.  TAG Family CFO tracks against Expense categories and sums up the over/under variance.  By having this family budget report it allows for more efficient meetings with financial planning and focuses on year-to-date changes.

Budget Report for family

Vacation | Second Home Expenses:

Since most of TAG Family CFO clients own a second home or more, we’ve developed a Vacation Home Expense Report.  This is a cost analysis report on the typical recurring expenses that center on real estate on a monthly basis.  It shows any trends or spikes in expenses and helps to identify any issues and be proactive as to why they may be occurring.  For example, one client had a spike in their water bill for two months, and TAG Family CFO identified that there was a leak in their pool and had it fixed to lower their expenses.

Second Home Expense Report

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