As CEO, you have now done the majority of your work by gathering data for us and articulating your plans for your "business". It is now time for us, the CFO, to go to work crunching the numbers in order to put data, wishes and dreams in a form that will allow you to decide how best to proceed.

  • Analysis of various scenarios (what you think you want to happen and the direction).
  • Ramifications of the different potential decisions so you know where the problem spots may lie. For example:

  1. Can I quit work at age 55 if I buy a dream vacation home?
  2. What happens if my capital earns 6% instead of 8%?

  • Feedback as to what appears to be your best course of action.

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