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South Burlington, VT

Value Creation Blog

Does Financial Freedom From Your Business Always Seem Like It's Five Years Away?


For the past several months I’ve been thinking about a few things I see with planning for smaller businesses.  Two groups could plan for you, and I think both kinds miss the point.

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Topics: financial freedom project, financial freedom, business owner financial planning

Introducing The Financial Freedom Project


I often go to financial planning conferences, and the topic of planning for business owners comes up. When I listen to the solutions and methodology I see presented for business owners I often cringe.

You see, planning for a private business owner is not like planning for someone who works for IBM. It's much simpler planning for someone who is an employee versus someone like you who's an employer.

For the past several years I've been focusing on planning for business owners that works and provides a roadmap to financial freedom. 

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Topics: retirement planning, financial planning, retirement planning for business owners, financial freedom project

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