SPECIAL OFFER!

Your book is on its way to your inbox ... meanwhile:

Feeling scattered with your finances?

Grab the Personal CFO Dashboard—your all-in-one system to organize your money, estate plan, and life admin in one beautiful, editable Google Sheet.

Let’s be real:
You’ve got accounts all over the place.
You think your will is in Dropbox, but you’re not 100% sure.
And if something happened tomorrow, would anyone know what to do?

You're not alone.
Most women physicians are managing their entire financial lives on mental Post-its and browser tabs.

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It’s time to get it all in one place.

The Personal CFO Dashboard is a beautifully organized Google Sheet that walks you through every part of your financial life—from bank accounts to burial wishes.

It’s not just a spreadsheet.
It’s your money + legacy command center.

Inside, you’ll get:

  • A step-by-step Setup Checklist to gather the right documents

  • Tabs for your bank + investment accounts, insurance, real estate, and liabilities

  • Sections for medical info, key contacts, trusts, and digital accounts

  • A Death Checklist + Burial Info tab to make hard times easier for your loved ones

  • A place to link out to all your digital files—Dropbox, Google Drive, etc.

  • A Net Worth tracker

  • Bonus: Comes with a quick-start video + written instructions

Only $47. One-time payment. Instant access. Total peace of mind.