The Family CFO The Couple's Business Plan for Love and Money,9781579547912

The Family CFO The Couple's Business Plan for Love and Money

by ;
ISBN13: 9781579547912
ISBN10: 1579547915
Format: Hardcover
Pub. Date: 2004-01-17
Publisher(s): Rodale Books
List Price: $23.95

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Summary

Every committed couple knows that dealing with money can stress even the most compatible partners. In today's iffy economy, sound financial planning seems particularly daunting-and all the more critical to a couple's continued harmony and success. In The Family CFO, financial planner Mary Claire Keating and writer Christine Larson introduce a unique five-step decision process-complete with specific formulas, convenient worksheets, and step-by-step instructions-designed to limit emotional conflict while effectively evaluating a family's fiscal situation. Business strategies and forecasting techniques worthy of the Fortune 500 are fleshed out through expert interviews and convincing case studies to reveal valuable practical advice on buying a house, staying home with the kids, changing jobs, paying down credit card debt, and much more. While staying home on a Saturday night to balance the checkbook or assess your household's cash flow may never be you and your partner's idea of fun, imagining how to achieve your shared dreams can bring you closer together-for love and for money.

Author Biography

Mary Claire Allvine, C.F.P., is a principal in the Chicago office of the prestigious financial planning firm Brownson, Rehmus & Foxworth Inc., where she advises high-net-worth families and senior corporate executives on investments, cash management, estate planning, charitable decisions, and tax management. She received her MBA from the University of Chicago. Frequently asked to speak, she has shared Family CFO concepts with groups nationwide.

Christine Larson has been writing for national magazines since graduating from Princeton University in 1990. Her work has appeared in the Wall Street Journal, Forbes FYI, Details, Cosmopolitan, Glamour, Parents, and numerous other publications. She writes frequently on business, personal finance, and careers, and has spoken and moderated panels at numerous business conferences. She also teaches writing at California State University, Sacramento.

Table of Contents

INTRODUCTION: THE BRIDE, THE GROOM, AND THE FINANCE DEPARTMENT ix
PART I: BUILDING YOUR BUSINESS: MASTERING THE FAMILY CFO SYSTEM
1. LOVE, INC.: THE ROMANCE IN FINANCE
3(11)
2. THE BOARD OF DIRECTORS: DEFINING YOUR VISION
14(19)
3. SETTING UP SHOP: ASSIGNING JOBS AND ORGANIZING THE OFFICE
33(14)
4. THE CASH MANAGER: LEARNING TO GO WITH THE (CASH) FLOW
47(18)
5. THE INVESTMENT MANAGER: KNOWING YOUR (NET) WORTH
65(27)
6. USING THE TOOLS TOGETHER: THE FAMILY CFO FIVE-STEP FORECAST
92(14)
7. CONFLICT MANAGEMENT: ENDING FIGHTS THROUGH THE FAMILY CFO PROCESS
106(16)
PART II: THE FAMILY CFO IN ACTION: SEVEN KEY DECISIONS FOR COUPLES
8. CORPORATE LIABILITIES: "HOW DO WE HANDLE DEBT?"
122(16)
9. SETTING UP HEADQUARTERS: "SHOULD WE BUY A HOME?"
138(23)
10. LAUNCHING A NEW PRODUCT: "CAN WE AFFORD TO CHANGE JOBS?"
161(16)
11. REORGANIZATION: "HOW CAN WE AFFORD TO HAVE KIDS?"
177(19)
12. YOUR R&D EFFORTS: "HOW SHOULD WE PLAN FOR RETIREMENT?"
196(17)
13. CREATING A SAFETY NET: "HOW MUCH EMERGENCY SAVINGS AND INSURANCE DO WE NEED?"
213(25)
14. CRISIS MANAGEMENT: "HOW DO WE HANDLE JOB LOSS AND OTHER FINANCIAL EMERGENCIES?"
238(18)
A FEW PARTING THOUGHTS: BETTER SEX THROUGH FINANCIAL MANAGEMENT 256(7)
THE FAMILY CFO GLOSSARY 258
INDEX 263

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