Book Review: How to Be the Family CFO by Kim Snider

A few months ago I was sent a copy of “How to Be the Family CFO: 4 Simple Steps to Put Your Financial House in Order” by Kim Snider. I was excited to read it and give you guys a review for a couple of reasons: 1. Kim is a first time author with her own radio show here in Dallas; 2. it presented the “same old” personal finance topics from a very different angle.

About the Author

First-time author Kim Snider hosts a weekend radio program here in the Dallas area. She also runs Snider Advisors, a company that promises to “teach long-term investors how to take control of their portfolio using a wealth of education, customized tools and client support.”

Kim’s life wasn’t always so great though. Twenty years ago, after amassing a small fortune in a company public offering, she trusted most of her earnings to a broker who lost all of her money. She ended up broke. This book is essentially shares what she’s learned about finance since that time. The twist is that Kim shares her points by comparing it to the way a CFO runs a business.

Details of the Book

The book contains several quick chapters (too many to list) broken up into four main sections, preceded by an introductory section. Here’s a little bit for you:

Intro Section – Be the Family CFO

In this brief section, Kim sets up the idea of running your personal finances like a CFO runs a business.

Section 2 – Plan Prudently

This section covers creating your personal “financial statements” and other planning concepts. There’s also a ‘very’ detailed chapter on estate planning that seemed a bit out of place for this type of book.

Section 3 – Save Prodigiously

This is a solid section that most readers should be able to benefit from. Kim covers emergency funds, debt (both good and bad), tax-advantaged retirement savings, and saving for your child’s college expenses.

Section 4 – Invest Wisely

This section is more concept-driven with Kim sharing her philosophies on several topics related to investing and risk.

Section 5 – Manage Risk

In the last section Kim gets back to the practical with her tips for handling insurance, health care, identity protection, and credit score management.

My Recommendation

Kim covers a ton of topics well. I agree with her perspective on most, if not all, of the personal finance topics she discusses.

For my tastes, one too many incomplete references to “The Snider Investment Method” were included. Kim should have expounded on the method or simply left it out.

Still, I think overall the book is a great read and would recommend it for its novel twist and broad coverage. Plus, if you desire to learn more on estate planning (and Kim makes the case that anyone with kids should have one), it will provide much benefit.  Read a chapter of the book for free.

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Last Edited: July 24, 2017 @ 1:12 pmThe content of is for general information purposes only and does not constitute professional advice. Visitors to should not act upon the content or information without first seeking appropriate professional advice. In accordance with the latest FTC guidelines, we declare that we have a financial relationship with every company mentioned on this site.
About Philip Taylor

Philip Taylor, aka “PT”, is a CPA, financial writer, podcaster, FinCon Founder, husband, and father of three. He created PT Money back in 2007 to share his thoughts on money and to meet others passionate about managing their finances. All the content on this blog is original, and created or edited by PT. Read more about Philip Taylor, and be sure to connect with him on Twitter, Facebook, or Google+. Listen to the new podcast, Masters of Money!


  1. Sounds like an interesting book. Sounds like she has been in financial services for long time. She has a point though if you just let your finance slide they could come back to haunt you.
    Also on the inperesonal references to her company this just tends to be a big thing in financial services. When I was in financial services I would look for about anyway to promote myself. Some just happen to be more cuthroat than others and do what ever they can to get there name out there. I know a few agent in my home town that are this way. I only learned this about them after I was in financial services.