Planning Philosophy

CFO’s Base Line Risk Averse Philosophy is integrated in order to help Doctors attain Critical Capital Mass, sooner rather than later... or never...

Maximize Efficiency
- Adopt structures and appropriate programs to promote the efficient conversion of Earned Dollars into after-tax Spendable Dollars.

Maximize Control
- Adopt structures designed to maximize personal discretion and influence, while helping to Maximize Efficiency and to Maximize Safety.

Maximize Safety
- Avoid uncompensated risk.
- Adopt structures and procedures to help to protect assets.

In short if the CFO program can move the Doctor from Point A (Today) to Point B (CCM) in a reasonably short or acceptable time frame using stable principal investments, then it begs the question, "Why should the Doctor take any risk at all?" And if the Doctor elects to take risk, and then at least use MPT as a mathematically and academically rigorous way to manage risk in a securities portfolio.

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