September 10, 2015 CFO Agency

Who Is Running The Ship?


Who is running the ship?

You are!  You are the CEO of your finances!

Some of you are agreeing with me and some of you are groaning.  Either way you know it’s true 🙂

You see where you are today when it comes to money management has been totally up to you.  It all depends on what you have been willing and able to learn and implement to date.

Here is the good news  – there is always something new to learn when it comes to money – at least if you are interested in growing a business and accumulating wealth.

Often when entrepreneurs first come to work with us, it is because they are ready to tackle their finances in new ways so they can achieve the next level of financial success.  Typically most people and business owners know that until this money piece gets handled, they just aren’t going to get where they want to go.  They know they are on the cusp of growth and they know that their current way of handling their money is not going to hold up to the increased volume of activity.

What happens is they feel like they are running a little blind and making decisions on instinct, which can feel very risky.

So what is the solution?

We work with our clients using our Dynamic Planning System to give them two things:

1.  A way to project the results you are looking to achieve in the next 12 months

2.  A way to manage your time and cash so you can stay on track for your goals

Why is this important to you?

Creating consistent cash flow you can bank on is the first hurdle for any business, at any level.  If you are just getting started or if you are in a growth phase, learning to manage cash flow will be the difference between success and failure.  You will know you are on track when you have income you can count on and your savings and investment assets are growing.

Being in control of your finances will allow you to confidently say, “yes” it is good and right for me to invest my time or money in this way now.  Or being able to confidently say, “no” to other financial choices will allow you to sleep soundly at night and all you to stop working those long hours because you’ll know you’re on track.  There is no more overwhelm or chaos and no more wasted time and money on doing the wrong thing at the wrong time.

And the most important part – you will feel empowered as the CEO of your finances.  Once you learn this, you have it forever – a financial skill set that you can rinse and repeat.

Feels good doesn’t it!  Ready to take it on?  Give us a call and let’s get you started now!

In Abundance,


PS Being empowered as the CEO of your finances is what will bring you peace of mind now and as you grow!


Appointment with Sue

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