What’s up babes! Welcome back to the Scale Your Sales podcast. Today’s episode dives into financial planning, wealth-building strategies, and the importance of taking control of your financial future. I’m excited to have Shannon Fowler, a seasoned financial planner, on the show. She specializes in helping multi six-figure businesswomen and entrepreneurs create actionable financial plans to build and protect their wealth. You’ll leave this episode with a deeper understanding of financial planning, estate planning, and how aligning your finances with your values can set you up for long-term success!

Topics Covered:

• Shannon Fowler’s Journey as a Financial Planner for High-Earning Women

What I like to do as a financial planner, right? So let me just break it down, just bare, you know, bare bones, like on the financial planner, on the other hand, is all about creating a clear picture and an actual, actionable strategy, right, for your financial life. So this includes anything from investment strategies, tax planning, retirement planning, state planning, all of those boring things that you hear about all the time. But what I like to do in my practice is blend both of those approaches. So I want to know why you do the things that you do, because it's my job in order to get my arms around your entire financial picture. And if I'm bringing three different options to you, right, the financial planning drives the recommendations. And if I'm bringing recommendations to you, I might know that option C is the best option for you both personally and financially. But I also know, you're probably you are probably going to lean towards option A because of your history with money and different beliefs around that. And so that's why I feel like it's crucial to blend both of those. - Shannon Fowler

Connect with Shannon:

LinkedIn: Shannon Fowler

Website Biography: Shannon Fowler

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