Every personal goal converts to a dollar amount. If a CFO client wants to work 20 hours a week, calculate the exact monthly take-home needed from W2 and business distributions to make it happen. That number is the easiest and most critical step.
Any personal goal they come up with, you can tie a dollar amount to it. I want to work no more than 20 hours a week. Okay, cool. How much money do you need to take home per month between W2 and distributions in your business? Okay, we got to fit all that into 20 hours. There's normally some kind of a dollar amount that you can tie to those goals. They will struggle mightily with that step unless it's, like, super clear cut. Your job is to step in as the numbers nerd and help put a number to it. That's the easiest step in this process, is putting the number to it.
