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Author: Chris Gardner, CFP®

What Purpose-First Planning Really Means for Business Owners

Grandparents smiling with their granddaughter at a park, symbolizing the confidence and freedom that come from purpose-first financial planning for business owners.

Most financial plans start with numbers, not people.But business owners don’t live in spreadsheets – they live in trade-offs. Every decision you make has layers. Hire another employee or take more time off? Pay down debt or invest in growth? Take that offer to buy your business or hold on for a few more years? […]

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Levitate to provide information on a topic that may be of interest. Levitate is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.