Smart & Simple Finance Blog
Tips on How to leverage money you & your business are already spending.
Entrepreneurs and business owners can always use more time and money. As a business owner who specializes working with entrepreneurs, I understand the value of these and have figured out a way to squeeze a little more out of both for my business & personal use.
Entrepreneurs are inherently risk takers, it’s part of our DNA. So how should you balance your investment portfolio when you are starting your next venture? Should your investments be balanced differently if you have already scaled your company? There are a lot of nuances in how you should have your money allocated, which are based upon your unique situation.
As an entrepreneur and business owner, I understand that entrepreneurs, especially in the early stages of their business, need access to professional help and money. I wanted to help them find what they need faster. The more I searched for these resources the more I noticed that a list like this didn’t exist. So I dove in and made my own!
Many high net worth families fail to adjust their insurance portfolios to protect their assets as their wealth growths. This is not uncommon as life has a way of getting very busy. A lot of people think once they have an insurance agent who has set up a comprehensive insurance program that it is on auto-pilot. But life happens and things inevitably change, thus it makes sense
Do you have life goals? I think it is safe to say that you, me, and pretty much everyone else on the planet has life goals. Do you agree? Having something to look forward to, to work towards, gives us purpose and really just makes us feel good. It gives us that drive when we wake up in the morning to go out and do whatever is it we need to do to realize our goals.
What is your business exit plan?
One of the common conversations I have with the people I work with is about their business or startup. How they came up with the idea in the first place. Why they chose to start it in one place versus another. The struggles, losses, and victories they have experienced as they were building. Their vision for the future as they