A family office for busy, successful families
Your time is the most valuable thing you have, and your money should not be taking it. We are problem solvers who organize your finances for you. We provide a clear picture of where you stand, and a plan for every goal you have.
No pressure. Start with one conversation.
Your time is the real cost
Between work, family, and everything else on your calendar, managing the household money keeps sliding to the bottom of the list. You hire someone to mow your lawn. Hire someone to reconcile your checkbook. It should not take your nights and weekends. I take it off your plate.
I give you the time back, the tools to keep everything organized, and the experience to know what works and what does not.
Sound familiar?
Money comes in, and somehow there is more month left than money.
Student loans, college, retirement, a home, an emergency fund. You have many goals, but no system showing which one comes first.
Accounts, debts, and policies live in different places, and no one sees the whole picture.
Due dates, renewals, and paperwork pile up when no one owns them.
Earnings rise every year, but spending rises with them, and there is no plan for the difference.
You know it needs attention. Between work and family, it never reaches the top of the list.
Plans and pricing
Every plan starts with a complete financial picture: every account, debt, insurance policy, and obligation in one organized view. Pick the plan that fits, and move up as your life grows.
Everything in The Bookkeeper Plan, plus:
Everything in The Accounting Manager Plan, plus:
Five more accounts, added to any plan.
Planning projections are estimates, not investment, legal, or tax advice.
What families say
“Joe helped us pay off our debt and put the right life insurance in place. Then Regina was diagnosed with breast cancer and could no longer qualify for new coverage. Because of the plan we made, our policy renews without any new medical exams, and our family is still protected. Without that plan, we would be sunk. We are grateful for Joe’s guidance.”
Jon and Regina R.“We had big goals: college, an emergency fund, a new roof, and a real family vacation. We tried to save for all of them equally, but we had no system to track our progress, and money kept going to things we could not explain. The result was arguments and no progress. Joe built a system that shows us exactly where we stand, then ranked our goals so each one gets its turn. He brought peace to our house.”
The Ansell Family“My business was growing fast and money came in every month, but we still ran out of money before we ran out of month. Joe built us a plan. For the first time, we control our spending instead of it controlling us, and we are reaching our goals. Recently we took an Alaskan cruise and paid for all of it in cash.”
Aaron L. and familyNames have been changed to protect client privacy.
How it works
Tell me about your family and your goals.
Share your accounts, debts, and policies in one form.
Your first statements and a clear view of where you stand.
Your budget and your ranked goals, tracked month after month.
About
Accounting leader with more than 15 years of experience
Joe has spent his career turning messy records into numbers an owner can trust, across for-profit and nonprofit organizations, software, construction, trades, and education. He has managed the books of firms backed by $40 million in private equity and of very small family shops.
Gilmore Financial Advantage for Families brings that experience home. Joe is a problem solver who builds the system, ranks the goals, and keeps every goal moving.
His approach is simple: precise books, plain language, and a partner who answers when you ask.
Questions
Choose The Bookkeeper Plan if you need accurate records. Choose The Accounting Manager Plan if you also want a plan for your money. Choose the Family CFO Plan if you want me to run the household money day to day.
No. The retirement savings plan is a planning projection.
Bill pay is managed through professional-grade payment software with approval controls and a full audit trail.
The Bookkeeper Plan keeps your books clean, with a recorded review every other month. The Accounting Manager Plan adds a Financial Look-Back, a plan for your money, and a recorded review every month. The Family CFO Plan adds an in-person monthly review, text access, household payroll, bill pay and payment scheduling, and support for aging parents.
Let's Talk
Tell me a little about your family and we will set a time to talk through your finances. No pressure, just a clear next step.