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I help 8 and 9-figure entrepreneurs enjoy increased lifestyle and financial freedom. I love being a brainstorming partner for your business, financial, and personal decisions. If youâre in that group, youâll relate to these issues: 1. Youâre growing your business(es) and have many new ideas and opportunities to do more 2. You pay a ton of taxes 3. You own many investments in different places 4. Your financial life isnât perfectly coordinated 5. Many people depend on you You might be skeptical of âfinancial advisorsâ because youâve met a bunch of them and they all sound the same. Here are a few ways Iâm different: 1. I created The Financial Life InspectionÂŽ (featured in the WSJ) 2. Iâm an elected official đşđ¸ entrusted to manage $650 million of investments for taxpayers 3. I eat my own cooking, investing in a lot of the same strategies we recommend to clients: stock portfolio, real estate, private equity, and private business ventures. 4. Iâm a Certified Financial FiduciaryÂŽ and so is each person on my team. 5. Iâm a 4x Best-Selling Author: "Stress Free Money, "Smart, Not Spoiled", "Beyond the Money" and "Fit for Wealth'. 6. Iâm the Co-Host of "The Smart Money Parenting Show" #2 Podcast on Apple worldwide for Parenting, Kids & Family. 7. I have an incredible network of professionals and rainmakers that I will include you in on to help your grow your business or improve your lifestyle. Stop settling for mediocre advice/service from the financial people in your life. At your level, you need to upgrade the people on your team. Get unbiased advice from someone who will discuss wealth and business strategies from personal experience, not just from theory. My Pacific Capital team and I help you solve these issues, giving you more time and money to focus on whatever you love: SCHEDULE A GOALS CONVERSATIONÂŽ by going to âĄď¸ www.goalsconversation.com âŹ ď¸ to choose a time that works for you.
Check out đChad Willardson, CFFÂŽ, CRPCÂŽ's verified LinkedIn stats (last 30 days)
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