Our Values

We take the privacy of your information to the next level! Every client works with a Non-Disclosure Agreement.

Our Purpose

How do people evaluate their financial condition? It’s mostly subjective and no assistance given to you unless you’re investing large amounts of money. At Xeight we turn the same financial statements (Income Statement, Balance Sheet, Cash Flow Statement) used by corporations to promote their financial success into powerful tools which explain and help you grasp your own personal financial situation. Each and every month we run your personal financial numbers, and deliver them in a way that actually works for you.

Helping you with your personal finances will save you from wondering where your money goes every month. Understanding what your own personal assets and debts are doing, will allow you to focus on increasing your profit. Our Personal Financial Assistant’s provide the tools to understand your finances. From students to large investors, the power of using these tools helps improve your financial acumen.

Income Statement

Balance Sheet

Cash Flow Statement

Your Financial Foundation

Know where your money came from, where it went, and where it is now!

Our service is not intended to provide investment or tax advice. Xeight and its assistants offer general information for managing personal finances and does not recommend specific financial actions. For specific accounting, tax, legal, real-estate, mortgage, or investment advice we recommend contact with a CPA or Personal Financial Advisor.

Our Values

Founded in the Silicon Valley by Personal Bankers, Xeight understands the daily complexities of handling personal finances. We are working for you in-person, over the phone, via email, instant message or even text messaging. We want you to recognize us as innovative, trustworthy, ethical, and ultimately as making a difference in your life.

Xeight strives to establish a client relationship that is built on a realistic financial foundation. The commercially driven society in which we operate today encourages people to borrow and spend versus budget and save. We believe that if your finances are presented in a way similar to corporations, you can understand the meaning of true financial success.

Xeight was not created to push products, as our success is built upon the financial assistance we provide to our clients. Our unique Personal Financial Assistant is not driven by commissions or referral fees as typically found in other industries. Our personal assistance helps deliver our clients to the next level of financial success.