Let's talk about why financial planning, or at least the same old traditional financial planning that everyone else does, won't work for a business owner.
Are most financial advisors you've talked to trying to fit you inside their box? Join me as we learn what happens when you try to do it their way.
Timestamps:
00:00 Owner or Employee?
00:44 Boring Financial Planning
01:43 Putting it in Perspective
02:11 Why Common Planning Doesn't Work
02:38 How You Should Do It
03:19 Why to Get Excited
LET'S CONNECT!
💬 Reach out! I'd love to connect with you on LinkedIn.
https://linkedin.com/in/chrisalman
📲 Schedule a free strategy call.
https://www.equipfp.com/strategy-call/
Did you miss our previous article...
https://wealthvideos.club/Financial-Planning/big-mistakes-were-made-investment-strategies-for-my-younger-self-part-1