We are on a mission to change the way entrepreneurs and their advisors think about financial planning. Entrepreneurialism is wrought with uncertainty. There are times of financial plenty and times of financial despair. It is in this unpredictable entrepreneurial environment that the phrase “cash is king” comes to the forefront. True entrepreneurs have an unrelenting spirit and are motivated to do whatever it takes to succeed.  Having access to cash along the way is critical to the success of an entrepreneur. This is why we are challenging the conventional logic of traditional financial planning. Why would any entrepreneur want to lock money away in a retirement account, eliminating the possibility of using that money as capital in their business?  We believe there is a better way!

We are writing a book that will reveal five entrepreneurial money myths.  These are financial mistakes that entrepreneurs make everyday.  Unfortunately, they are often making these mistakes because of the advice of a financial advisor.  It is likely not the case that the advisor is intentionally providing a disservice, rather, the advisor simply does not fully understand your needs.  The Entrepreneur’s Dream Financial Plan was created by an advisor who has first hand experience in the trenches of entrepreneurship.  No advisor can possibly understand your financial needs without being on the front lines!

It is our mission to share this plan with as many entrepreneurs as we possibly can.  Click here to get an update on the status of the e-book.