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:
Key takeaways:
Connect with Anjali
Jariwala:
Resources
Mentioned:
This episode is powered by the Cash Control Bootcamp
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