Are you an ambitious business owner READY to LEVEL UP your finances?
Ask the right questions to identify the perfect financial partner for you. Uncover the hidden compatibility factors that lead to a successful long-term relationship. Gain the confidence to make an informed decision about your financial future
You're not alone! This Summer Wealth Series is designed specifically for YOU.
Session 2: June 25, 2024 11am-12pm (LIVE) / Replay
Beyond the Numbers: The Art of Choosing Your Financial Partner
Finding the right financial professional can feel like searching for a unicorn. But a good one is worth their weight in gold. In this session, we'll teach you how to navigate the search process with confidence. You'll learn what to look for beyond just technical qualifications, and how to find a financial partner who truly aligns with your personality, goals, and busy lifestyle.
By the end of this session, you'll be able to:
Ask the right questions to identify the perfect financial partner for you. Uncover the hidden compatibility factors that lead to a successful long-term relationship. Gain the confidence to make an informed decision about your financial future
Meet Your Host
Alex Davis is a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER
Professional, Licensed Life, Health, & Annuity Agent, and Amazon Best Selling author, but above all, she identifies as a legacy builder. After a decade of serving high-net-worth individuals and small business owners in public accounting, she faced burnout, missed valuable family time, and felt she was not fulfilling her purpose. This realization led her to leave a secure six-figure financially rewarding but soul-draining career.
She established AGA Tax and Consulting Services LLC, a boutique firm specializing in tax and financial coaching for entrepreneurs. The firm's mission is to assist entrepreneurs in building wealth through strategic financial planning and transforming their relationship with money.
Professional, Licensed Life, Health, & Annuity Agent, and Amazon Best Selling author, but above all, she identifies as a legacy builder. After a decade of serving high-net-worth individuals and small business owners in public accounting, she faced burnout, missed valuable family time, and felt she was not fulfilling her purpose. This realization led her to leave a secure six-figure financially rewarding but soul-draining career.
She established AGA Tax and Consulting Services LLC, a boutique firm specializing in tax and financial coaching for entrepreneurs. The firm's mission is to assist entrepreneurs in building wealth through strategic financial planning and transforming their relationship with money.
Don't miss this amazing offer!
Special one-time offer, only $111!
Snag all 3 Masterclasses for the price of two.
Session 1- Fortune Fumbles: Dodge $30K Mistakes as a 6 or 7 Figure Entrepreneur: Tired of feeling like you're flying blind with your finances? This session is your financial safety net. Uncover the 3 most common financial blunders made by entrepreneurs at your level, and equip you with the knowledge to avoid them altogether.
Session 2- Beyond the Numbers: The Art of Choosing Your Financial Partner: Feeling overwhelmed by endless accountant options? Taxes and financials are already stressful – finding the right professional shouldn't be. This workshop goes beyond the numbers and teaches you how to identify a true financial partner.
Session 3- Solopreneur to Secure: Retirement Hacks for Building Your Wealth: This session is your roadmap to financial freedom. We'll show you how to leverage your solopreneurship to build a secure future
Session 1- Fortune Fumbles: Dodge $30K Mistakes as a 6 or 7 Figure Entrepreneur: Tired of feeling like you're flying blind with your finances? This session is your financial safety net. Uncover the 3 most common financial blunders made by entrepreneurs at your level, and equip you with the knowledge to avoid them altogether.
Session 2- Beyond the Numbers: The Art of Choosing Your Financial Partner: Feeling overwhelmed by endless accountant options? Taxes and financials are already stressful – finding the right professional shouldn't be. This workshop goes beyond the numbers and teaches you how to identify a true financial partner.
Session 3- Solopreneur to Secure: Retirement Hacks for Building Your Wealth: This session is your roadmap to financial freedom. We'll show you how to leverage your solopreneurship to build a secure future