It compares the personal CFO’s function to a primary care physician, who would set goals, handle wellness checkups, identify potential issues, refer to specialists, and coordinate care among the many specialists into an integrated whole. A personal CFO would:. Understand a client’s values and translate them into financial goals. Create monthly budgets and project long-term financial outcomes.
And 64% said major tech companies like Google, Apple, Meta, TikTok, and Microsoft don’t care about their mental health or well-being. Trust issues: Sixty-two percent of teens lack confidence that tech companies will protect their safety when profits are at stake, and about half (52%) doubt that their personal information will be kept secure.