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This is the stuff you millionaires in the making need to know to kick start or propel you on your financial fitness journey. Tracey Bissett, Founder of Bissett Financial Fitness and award winning Financial Literacy Champion, gives you the straight goods each week to set yourself up for financial success. As a former executive at TD Bank, one of Canada's Big 5 Banks, Tracey has worked with and in support of thousands of individuals and entrepreneurs to secure the financing they needed.  This hands on experience combined with her formal financial education, Masters of Business Administration and Chartered Financial Analyst designation, position Tracey uniquely to coach all things money. Tracey goes behind-the-scenes of all the money matters with need-to-know tips, money-making demystified, and special power-player interviews. Join us weekly for Financial Fitness Training that will turn even a Cash Couch Potato into a Marathon Money Maker.

May 11, 2021

Business and personal finances are interconnected, but without the guidance of experienced planners, many business owners lose track of where their spending is going and things can become dangerously muddled. Anjali Jariwala, CPA, CFP® and the founder of FIT Advisors, is experienced in helping business owners and physicians navigate their finances as they continue their busy lives. In this episode, she will explain the steps you can take to feel empowered to discover and reach your life goals - all while building a stable financial future. 

Listen in as Anjali shares her advice on finding the best financial advisor for your needs so that you feel comfortable asking any questions you may have and sharing all of your personal information. You will learn why entrepreneurs must be flexible and adaptable, as well as the importance of paying yourself accordingly as a business owner.

You really want to make sure [your financial advisor] is someone you can fully trust because that makes the relationship really productive not only for you, but for the advisor as well.” - Anjali Jariwala

This Week on Young Money:

  • The importance of finding a financial advisor you are comfortable with.
  • Why you should never be afraid to ask questions if you are unsure what your advisor is telling you to do.
  • How to find the right fit in terms of a financial planner.
  • Missteps to avoid with finances as a business owner.
  • Why you do not have to be wealthy to work with a financial planner.

Key takeaways:

  1. Ask questions.
  2. Have a strong work ethic.
  3. Be flexible.
  4. Be adaptable.
  5. Pay yourself accordingly.
  6. Take risks.

Connect with Anjali Jariwala:

Resources Mentioned:

This episode is powered by the Cash Control Bootcamp

Has this episode inspired you about your business? To start a new venture or take yours to the next level requires you to understand your cash flow cycle, how to manage it, profitably price your products and services, have those difficult conversations with stakeholders and so much more.

To help you learn those critical skills I have developed the Cash Control Bootcamp - a live, online group program that empowers entrepreneurs just like you to demystify your business finances and get control of your money so you can sleep better and provide the lifestyle you want for you and your family. Check out all the details here.

Enrolment is now open for The Cash Control Bootcamp - Know Your Numbers, Protect your Business and Grow for the Future - Register here today.

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