In this episode I'm chatting with Jenna VanLeeuwen about the often-overlooked aspects of financial strategy that can make or break your business. From balancing work you love with essential growth activities like sales and marketing to planning for future financial stability, this conversation is packed with practical advice and wisdom.

🔑 5 Keys that Listeners Will Learn

1. Optimising Business Levers - Discover how to utilise your business levers for financial freedom and why it’s crucial for your long-term success

2. Quarterly Planning System - Jenna shares her game-changing quarterly planning system that can significantly reduce stress and improve time management.

3. Proactive Financial Management - Learn the importance of forward planning and forecasting to avoid unexpected tax bills and financial stress.

4. Personal vs. Business Finances - Understand the interconnectedness of your personal and business finances and how to manage both effectively

5. Building Financial Buffers - Explore strategies for creating financial buffers that provide security and flexibility.

Aout Jenna

I help online business owners, digital creators, influencers, and consultants create a life they love. Aligning Wealth is the financial advisor chosen by: Course and content creators, Influencers, and consultants We’re their go-to financial partner, helping them optimize their finances, increase their impact, and provide the support they need to build their ideal lives. For many of my clients, this means avoiding paying unnecessary tax, thoughtfully managing investments, building sophisticated retirement strategies, and navigating liquidity or exit events. Above all, I help entrepreneurs optimize their success to create long-lasting wealth in line with their values and vision.

https://aligningwealth.com/

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