I’m a financial planner for Montoya Wealth Management, a two-person, homegrown investment advisor operating out of WingSpace.
Financial planning for entrepreneurs differs from planning for employees in several key ways: Your business is an important part of your wealth-building strategy, business owners have different tax and retirement treatment, and cash flow planning often requires an entirely different approach when you don't receive a twice-monthly paycheck.
During this class, you will have the opportunity to create a down-and-dirty financial action plan that can have a huge impact on your life and business. Using the class’s handout, you can develop the plan further, either on your own or, if you prefer, in partnership with our advisors.
Bring your lunch and something to take notes.