Physicians' Financial my CFO

A complete financial picture, accessed through a single login from your laptop, tablet, or smartphone

Physicians' Financial my CFO

What do I owe on my student loans?
How does our spending this month vary from our budget?
Can a family member locate my important documents in an emergency?
How is my net worth changing over time?

Answer these questions and more with Physicians' Financial my CFO. Powered by Balance Financial, your my CFO account gives you the ability to pull all your financial accounts together so you can make important decisions using complete and up-to-date information.

Automated Expense Tracking

Secure File Storage

Physicians' Financial my CFO lets you:

create a budget
automatically track spending and view real-time budget reports
view all your financial account balances and transactions in one location, including credit cards, student loans, bank account balances, and many others
track investment performance
store important documents such as wills, tax returns, receipts, and insurance policies in a secure online file cabinet
collaborate online with your Physicians' Financial advisor

Physicians' Financial my CFO is provided to all income tax and advisory clients at no charge. It is
also offered to verified medical students and House Officers at no charge.

Copyright © 2015 Physicians' Financial L.C. , Northville, Michigan. All Rights Reserved.

Securities offered through TD Ameritrade, FOLIOfn Investments ,Inc., and Betterment Securities, members FINRA / SIPC. All other services offered through Physicians' Financial L.C. Physicians' Financial is not affiliated with TD Ameritrade, FOLIOfn Investments, Inc, or Betterment Securirties .and is not registered as a broker dealer. The information contained in this website is strictly intended for individuals residing in the state of Michigan. No offers may be made or accepted from any resident outside the state of Michigan.