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You’re Not Too Small for Big-League Advice: Financial Planning for Entrepreneurs

We run into this objection from time to time: “I’m not one of the big guys—I don’t need financial planning.” This couldn’t be more wrong. It is quite literally the case that everyone needs a financial planner!  Entrepreneurs obviously fall into that category, but there’s another reason business owners need a financial planner: They have

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Relevant Living™ – Document Your Lifetime Chronology: A Time For Reflection

When planning for the future one must be careful not to get bogged down and burdened by prior experiences, beliefs, and biases. However, with proper context, looking back into our past can provide us with insights into how to plan our future. In this third exercise of our Relevant Living™ series, you’ll plot your most

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Colonel Sanders: An Entrepreneurial Journey of Perseverance

“A man is not old until regrets take the place of dreams.” – John Barrymore I spent the first fifteen years of my career in corporate finance positions. As my responsibilities increased, my enthusiasm for playing a supporting role in big company diminished proportionally. Dictating policy and keeping score from an ivory tower—separated by many

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96% of Business Owners Don’t Have a Personal Plan for Their Future

Here’s How to Join the 4% Club96% of business owners don’t have a personal financial and life plan that incorporates their business plan—does that include you? If you’re like most business owners, you spend the majority of your time putting out fires and making sure your business is able to thrive from one day to

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Relevant Living: Your New Beginning of Growth, Purpose & Fulfillment

What’s Next? We’ve heard the story many times. An entrepreneur successfully navigates past and through all the obstacles on the course of starting, growing, and scaling their business. They plan and execute the sale of their business. Against overwhelming odds, they arrive at the end of their journey with a life-changing pile of cash! It

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Relevant Living™ – Core Values: Your Solid Foundation for a New Beginning

Last week, we explained why a growth mindset is absolutely necessary to create a new beginning of growth, purpose and fulfillment. Today, we’ll dive into your core values—those internal beliefs that are foundational for your decision-making and will lead you to your highest levels of fulfillment. Your core values will reflect your actual behavior and

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Steering Clear of Fixed Mindset Traps

“Ninety percent of the game is half mental” – Yogi Berra Professional golfers are extraordinarily skilled and disciplined individuals. They also possess an unparalleled level of concentration. What separates the golfers who consistently place near the top of the leader board from those struggling to make the cut every week is largely their mental toughness.

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