It compares the personal CFO鈥檚 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鈥檚 values and translate them into financial goals. Create monthly budgets and project long-term financial outcomes.
Chicago鈥檚 Rush Health, for instance, now offers a D2C virtual urgent care membership program that includes access to a dedicated personal assistant. Limited insurance coverage and pared-down plan offerings are pushing more companies into the D2C space鈥攁nd consumers are showing they鈥檙e willing to pay out of pocket for in-demand treatments.