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Calling all Small Business Owners! Part 1
Of the four options below, what is your number one priority as a small business owner? If you aren't a small business owner, but hope to be one day, what would you say is most important for the success of your future business? Comprehensive Planning for your business: Here is a list of some areas that may have been ignored or unprioritized in the past but really SHOULDN'T be ignored. ☑️Business Preservation ☑️Wealth Accumulation ☑️Estate Planning ☑️Executive Benefits ☑️Business Transition Planning Here are some questions for thought: ✅What if you can not only strengthen your employees loyalty, but also support your own personal long-term business goals at the same time? ✅Would you want to learn more about how? ✅What is your 4+ month plan? ✅Are you protected and able to pay your bills long-term if you get injured or sick and cannot work for an extended period of time? ✅Will your business survive if you or a major key player on your team is out of commission? In the comments below, tell us about your business and where you feel like you struggle the most? What you would be most interested in learning more about? ~Additional information to be provided and discussed in Small Business Owners Part 2.
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Calling all Small Business Owners! Part 1
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Introduce yourself & what you hope to gain from being here.
Hello! Welcome to our community of education and personal growth. Not just in finances, but also in family, faith, and your future. 🌠 With joining this community, what would you say are your top two goals? 🗾 What are your go to resources for your personal financial education? 🏦 How financially savvy do you see yourself? On a scale of one to ten, (one = you know little to nothing, and ten = you know all there is to know). 🎭 And finally, share a quirky, fun fact about yourself!
Introduce yourself & what you hope to gain from being here.
🧠💰 A Quick Story About Money (That Might Hit Home)
Let me tell you something that happened the other day… I was talking to someone who said, “If I could just make a little more money, everything would finally calm down.” Sound familiar?I smiled because — whew — I used to believe the exact same thing. But here’s the truth I had to face (and it wasn’t cute):It wasn’t about making more.It was about learning how to grow what I already had… and stop letting money boss me around like a bad toddler with a juice box. The real shift happened the moment I stopped asking,“Why don’t I have enough?”and started asking,“What could my money become if I treated it like a seed instead of a bill-payer?” 🌱 Seeds grow.⚠️ Bills just repeat.Big difference. So here’s my question for you — and I genuinely want to hear your answers: 👉 What’s ONE money lesson you learned the hard way… that ended up growing you the most? Drop it below ⬇️Your story might be the thing someone else needed today. And if you read this thinking, “Yeah… I’m ready for my money to stop stressing me out and start working FOR me,” say ME and I’ll reach out. Let’s grow together. 💛✨
Risk Tolerance
When it comes to your money, how much risk can you tolerate? 🔴Are you someone who likes to put your money in super high risk stocks, were you can lost a LOT if the market crashes? 🟢Or do you prefer to have so much protection, that your money is locked into a CD (certificate of deposit with the banks) where it is guaranteed at a lower, fixed interest rate for a guaranteed amount of time? 🟡Or do you fall somewhere in between those two extremes? Keep in mind your risk tolerance can change over time. It is good to reassess at different stages in your life to make sure you and your finances are well aligned. Once you are able to answer these questions, and have a good understanding of where you fall along a Risk Tolerance timeline, you are then able to choose the right types of accounts to grow your money. We can help you choose the account that best matches your risk preference. Want more education on these types of accounts? Just ask! We offer free financial assessments.
Risk Tolerance
Turning $5 into $20 while you sleep
What if I told you that for every 💸 five dollar bill you gave me; I'd give you twenty dollars back? How many would you give me? Would you run to the bank and remove all the money in your checking account and have them cash it out in $5 bills? I think most of us would!! Well, what if you had to wait sixteen years to get your money back? Now that we are 3 days into 2026, let's make this year the example in this scenario. Let's say you have all of 2026 to give me as MANY $5 bills as you want, and in 2042, 16 years from now, you will get back $20 for every $5 bill you invest now. Would you still empty out all of your savings? Maybe you would need to strategize a little better... but how much money would you dedicate to this investment? Let's say you get paid every week, and you decide to invest $20 from every paycheck you receive. ☑️$20 x 52 (weeks) = $1,040 sixteen years later, you would receive $4,160. Not bad... but what if you could do more? You may have to give up that daily Starbucks run, or maybe cut going out to that fancy restaurant or meeting your friends for cocktails one night a week... But what if you were able to put away $300 a month instead? ☑️$300 x 12 (months) = $3,600 sixteen years later, you would receive $14,400. What if you did this every year, for the next 10 years, and each year, that same money could continue to grow for an additional sixteen years? Hey, if you've already changed your daily habits to incorporate monthly savings for one whole year, then why not keep it up?! By doing this, you are now able to save up and grow over $300,000! And all because you chose to save $75 a week, instead of going out to eat and spending that same $75 bucks. Many people say they would love to have such an opportunity. To have this money grow while they're sleeping, playing, hanging with family or friends, working, vacationing, etc. What if each and every one of us DOES have this opportunity? We just need education on where to save, and how to save so that our money can compound and grow interest.
Turning $5 into $20 while you sleep
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