The Ambitious Bookkeeper Podcast

172 ⎸ Defining your Values in Life & Business with Corree Roofener


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In this interview episode I chat with Corree Roofener about how defining your personal and business values can transform your life. From nature walks & spiritual growth to aligning ethics to enhance your business, we're diving deep into what truly matters!

In this episode you’ll hear:

  • The overlap of business and personal values
  • Foundational pillars of wealth
  • Audit your values annually
  • Leaving a legacy that’s different from what society expects


Resources mentioned in this episode:

  • Find your values on Think2Perform.com
  • Financial Narrative Webinar


Meet Corree

As a Mother, Nana, Female Entrepreneur, Financial Coach and Passionate advocate for the Foster/Adopt community, Corree Roofener has devoted her life to empowering individuals to live authentically, boldly and intentionally.

Driven by a passion to help others break free from the shackles of fear and judgment and recognizing the interconnectedness of mind, body and spirit, Corree excels and guiding others to begin to gain clarity about their stories with money one of our five foundational pillars. Her approach encompasses mental, emotional and physical well-being. Through personalized coaching, transformative workshops and inspiring speaking engagements, she equips her clients with tools to align their actions with their aspirations.

“If you want something you've never had, You must be willing to do something you've never done.” ― Thomas Jefferson


Connect with Corree

📱 IG: @correeroofenercoach

🎙️ Courage Coalition Podcast


Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

  • Visit our website: ambitiousbookkeeper.com
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  • Connect on Instagram: instagram.com/ambitiousbookkeeper
  • Connect on Threads: threads.net/@ambitiousbookkeeper
  • Connect on Facebook: Facebook.com/serenashoupcpa


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The Ambitious Bookkeeper PodcastBy Serena Shoup, CPA

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