CFO Services
How To Buy A Home If You’re Self Employed (or Single!)
One thing I ask all my new clients about is their personal goals. We talk about where they’d like to be in the next one to five years, then start planning for their future TODAY. For a lot of us, “big goals” includes owning a home. But to buy a home if you are self…
Read MoreWhy Meeting Income Goals In Your Business is NOT As Important As You Think
Income goals. As business owners, we make the dollar amounts in our heads seem crucial to our success. When we hit them, all is well with the world. But when we don’t, it’s a potential money mindset disaster. And oh, the crazy things your mind can make those disappointing numbers mean… Does it mean that…
Read MoreDon’t Wait Until You “Have Money” To Start Investing (How To Start With Just $5)
UPDATED FOR 2026 In 2014 I set up a meeting with a trusted money mentor. I was serious about improving my financial life and was ready to have that “how should I start investing” conversation. Unfortunately, it didn’t go as planned. I sat down at a local cafe with my mentor, excited to hear his…
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