Description: Financial advisor & Certified Financial Planner (CFP®) in Boston. Specializing in serving small business owners, entrepreneurs and female investors.
You have too much cash in your savings account yielding 0.01% and you know that you should be doing something smart with your money (but have zero idea how to begin!)
Maybe you also left your old job to start your own business and no longer have a 401(k). You have no clue how they work and not sure if you’re sure how to even start one. You probably don’t even remember your passwords from your old ones (we’ve all been there!)
You’re so scared to look at your budget or your accounting numbers because you have no clue how to read them. Let alone balancing your personal budget and your business budget is HARD–and I get it!