Build Your Business • Grow Your Wealth Strategies to Grow • Protect • Transfer Wealth Accountability • Growth • Clarity • Peace of Mind

Welcome to Putman Financial Group!

Through innovation, process and collaboration, we take a unique approach to your total financial life needs and goals.

Thinking outside the box – we have successfully joined two professions through our two firms – Putman Accountancy Corporation and Putman Capital Management, Inc. – together delivering a “family office” suite of services and solutions that promote efficiency, education, accountability and growth while helping our clients achieve peace of mind, financial security, financial independence.

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Meet Our Founder

Cherie D. Putman CPA, CFP®

Drawing from over two decades of experience and across nearly all financial disciplines, Cherie Putman currently advises on strategic planning matters for clients in the areas of personal financial and tax planning, accounting and financial reporting, business entrepreneur consulting, and investment management.

Prior to establishing her practices, Cherie held positions at both international and local CPA firms. Her positions specialized in tax, financial planning and business consulting.

Cherie received her degrees in Accounting and Finance from the University of Southern California in 1987. In addition to her license to practice as a Certified Public Accountant in the State of California, she has earned her CFP® certification

“The only way to do great work is to love what you do.” Steve Jobs

Who We Work With

Business Owners who strive to achieve efficiency in operations, compliance, tax multigenerational transition and wealth maximization. Most business o…
Families of all ages who are on a strong financial path and recognize that they can benefit from tax efficient wealth planning services across multi-generations…
Women who are in transition from one life stage to the next and are faced with the need to manage her financial affairs through life’s events, such as…

Our Services

Our Process

Financial services are often considered as cumbersome and complex processes.
Brief introductory call

The purpose of this call is to discuss our engagement process, our services and what we do, as well as, discuss the needs of both your business and individual tax, accounting, consulting and wealth management needs.

Delivery of Firm Introduction Kit

Our FIT Kit provides additional information about our firms, our team, our philosophies and sets forth what you should expect from us, as well as, what we expect from you.

FIT Meeting

FIT meeting to determine that our services are in line with your goals and to ensure that we are mutually committing to a long-term relationship fully understanding each other.

Discovery meeting

This is where we gain an understanding of yourvision, goals, objectives and those dreams and promises that are most important to you. With this understanding, we are able to provide a structured approach to your needs and our services.

Review meeting

This is when we discuss and review your customized plan and package options. Since there is no such thing as one size-fits-all solution, we want to give you a choice of different packages, so you can choose the one that best meets your needs. Each of our packages can be further tailored so you get exactly what you want. We find that this provides our clients complete certainty over price, while we build the best service offering that meets your needs. We will address any questions, such that you have a complete understanding of your plan. We will then ask for your approval by issuing a proposal / engagement letters and the setup of your payment options.

Implementation

Following receipt of our signed proposal / engagement letter, we will begin onboarding, review and implementation of your services. During this process, we will provide an implementation schedule, schedule of deliverables and atimeline that details the task responsibilities of your services.

Once onboarding has been completed, monitoring and review meetings are scheduled in accordance to your selected services.

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