Building a Confident Future with a Holistic Approach

Business owners may need to think differently about building wealth. The past 12 months have reminded us that there are many outside influences that can affect our ability to achieve our financial goals. Financial risk management is just as important as financial returns. Achieving your financial goals requires a diversified investment strategy that isn't solely focused on your business. A holistic approach—anchored in pursuit of your values—can leverage dual mindedness and planning, which starts with the end in mind. In this webinar we'll look deeper into these concepts and share best practices for successful business owners and families.

Learning Objectives

Upon completion of this program, participants will be able to:

  • Explain foundational business owner principles, such as risk versus return and shifts in thinking about time and resource investment
  • Define dual mindedness as it relates to values and building wealth
  • Identify necessary steps business owners should take in pursuit of their goals
  • Discuss insights learned from business owners who have achieved their goals

For more information on this topic, check out this article series:

CPE Information

Kate & Ben — How can we help you? Contact Us!

How can we help you?