Resources

Finance reference library

Practical references for understanding the deterministic metrics and workflows inside Pocket-CFO.

Learn how Pocket-CFO calculates financial ratios, what each ratio means, and when to use it.

Learn how MEC planning tracks supplied 7-pay limits, premium utilization, required source data, and advisor-review limits.

Free tool: estimate how many months of runway you have left at your current burn rate.

Free tool: check whether a level premium stays inside your policy’s 7-pay limit.

See how Pocket-CFO compares with Clockwork, Fathom, and Pilot.

Plain-English guides on fractional CFOs, cash flow, and reading your numbers.