my.bfocfo.com
Total Wealth. Total Health. Total Control.
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my.bfocfo.com
Your Family’s Personal CFO Platform
My.bfocfo.com is the secure, private platform designed for families and professionals who demand more. Unify your accounts, documents, health, insurance, and legacy—all in one place. Collaborate with trusted advisors, manage business entities, and track your entire financial life, backed by industry-leading security and fiduciary principles..
See Everything Instantly
Track net worth, asset allocation, real estate, retirement plans, and private investments in one live dashboard.
Secure Family Vault
Store wills, tax returns, and medical directives behind bank-level encryption; share with heirs or your CPA at a click.
Collaborate Effortlessly
Invite family members, CPAs, and attorneys to contribute or view so everyone stays aligned on the same data.
Plan the “What-Ifs”
Model Roth conversions, Social Security timing, and long-term-care costs before you commit.
Learn in Context
SWAG guides and checklists surface next to your numbers so every move is informed, not emotional.
Advisor-Connected
Your fiduciary team sees the same dashboard, ensuring conflict-free, real-time guidance.
How It Works
Your client’s entire financial life—organized, optimized, and accessible in one secure place. Here’s what they can do:
- Link & Sync Accounts: Instantly connect all financial, HSA, and property accounts for real-time visibility across banking, investments, healthcare, and more.
- Set Goals & Track Progress: Define financial and lifestyle goals—from travel to legacy gifts—and monitor all assets and milestones 24/7 through interactive dashboards.
- Plan Proactively: Taxes, Estate & Legacy: Model tax strategies, estate plans, and wealth transfer scenarios to minimize friction and maximize impact across generations.
- Collaborate with Your Team: Share secure access with your advisor, CPA, estate attorney, and family—ensuring coordinated, real-time planning with built-in document vaults.
- Manage Real Estate & Rental Properties: Track rental income, expenses, valuations, and performance for personal and investment properties—all in one place.
- Optimize Health & HSA Planning: Integrate healthcare strategy with financial planning using healthspan tools, HSA tracking, and cost-optimized care navigation.
Book Your Right Fit Call
No ads. No hidden fees. Your data, always private and in your control.