Unsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and execute your legacy and design your plan with our expertise and insights. Get started today by subscribing to our website, www.designurlegacy.com!

-

From forecasts to forever, what can a fractional CFO do, in being both an "opportunity generator" as well as "risk mitigator" for your bespoke legacy? Tune in to find out! As a seasoned finance professional with 24+ years of experience, Salvatore Tirabassi's journey began with a passion for business. After earning degrees from Harvard as well as Wharton, Salvatore spent 15 years in venture capital, where he learned the in's and out's of what makes businesses succeed. This experience provided him a deep understanding of the challenges entrepreneurs face, especially in emerging and family-owned businesses.

Transitioning to the role of CFO in a high-growth company, he discovered his true calling! Empowering business owners to take control of their financial futures. He founded CFO Pro + Analytics to provide virtual and fractional CFO services that demystify finance and make it accessible to all. His approach is built on a business owner-first mindset, where he prioritizes the needs of each client, helping them see their financial data not just as numbers, but as powerful tools for growth. Throughout his 24+ year career, Salvatore developed a methodology that combines strategic financial modeling with actionable insights. His goal is to simplify complex financial concepts so that entrepreneurs can make informed decisions confidently. Whether it's guiding them through capital raising or enhancing their operational efficiency, he strives to provide clarity and direction for results. He believes every business has the potential to reach new heights with the right financial strategy! Learn more at https://cfoproanalytics.com!

-

At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-card

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.