In this episode, Claudia delves into the concept of building a Money Team and its pivotal role in your business and personal success.

Join Claudia as she offers practical insights for entrepreneurs, highlighting the crucial role of envisioning success and taking the first step toward identifying the key players needed to support business growth. She shares her journey of creating and refining her own Money Team, emphasizing the importance of surrounding yourself with experts who align with your vision and goals. 

Explore what it's like to build a Money Team and the fun nuances that Claudia's team brings behind the scenes. Whether you're a startup, in a shifting phase, or scaling up, Claudia discusses what a Money Team looks like in these different stages of company building. 

Tune in and learn how to navigate the complexities of financial planning, team building, and strategic decision-making with a robust money team helping you on your road to success today!

KEY POINTS:

- Get to know Claudia's money team

- On building a comprehensive financial plan 

- The importance of building a network and finding members who share the same vision

- On having quarterly money team meetings for business growth

- The pivotal role of having a CFO, tax strategist, and wealth manager

- On establishing a money team for a start-up 

- The importance of building personal relationships in financial planning 

QUOTES: 

"My money team consists of three people, my tax strategist, my wealth manager, and my CFO." — Claudia 

"Having the money team and our quarterly Money Team calls helps me express new ideas [and also] maybe frustrations of areas of growth that we're looking for." — Claudia 

RESOURCES

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Unlock your own successful story. Follow Claudia for more!

Claudia 

LinkedIn | @claudia

IG | @boldlyclaudia

She Built Success is produced by EPYC Media Network