Helping thousands of business owners and individuals destroy the complexity of money. Using easy-to-understand language and examples, we educate from simple concepts to complex financial strategies, all with the goal of making your business and personal life... financially simple.
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- Not long ago I received a Twitter message asking what a typical business planning meeting looks like. Today I’m giving you a little insight into one I had recently. While I can’t go into tons of detail due to confidentiality issues, I can tell you about a recent meeting I had with one of my clients – a first-generation business owner.