Personal finance, professionally managed
Your personal CFO
Led by Certified Public Accountant Liz Payne, Payne & Associates provides tailored financial guidance to help individuals and families make informed, long-term decisions.
How we work
We bring the standards of corporate finance to personal wealth. Acting as a central hub between family members, accountants, attorneys and investment advisors, we provide structure, clarity, and foresight across every aspect of our clients’ financial lives.
We:
1. Analyze - 2. Guide - 3. Anticipate - 4. Protect
We take care of the details so you can focus on what matters most.
Services:
We work for:
Independent
retirees
who want to enjoy their life without worrying about complex financial decisions, preferring professional oversight over family involvement.
Individuals in financial transition
Widows or divorced individuals suddenly responsible for managing substantial wealth and seeking stability, clarity, and confidence.
Heirs or adult
children
Heirs or adult children seeking trusted support to handle family wealth
transitions with confidence
Payne & Associates connects daily decisions and cash management to long-term vision
We collaborate with:
Family members and advisors
who identify a need and look for trustworthy professionals to delegate complex matters.
Accountants, TAX Consultants and Investment Advisors
who need to bring structure to complexity — so they can focus on what they do best.
Phone
781 214 1298