Colin B. Exelby is a Certified FInancial Planner Professional™ and the founder of Celestial Wealth Management. He is a Partner at Armstrong Dixon and writes the personal finance blog See the Forest Through the Trees. Mr. Exelby has been helping clients build their Yellow Brick Road toward financial freedom for over 19 years.
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Discover the strategies to build and seek to preserve your net worth outside your business.
Can you relate to any of these common problems many business owners are facing today?
In our opinion, it's impossible to get where you want to go without creating your Yellow Brick Road. Business owners need to get clear on where they are, be clear on where they want to go and create the path to get them there.
Financial Freedom can be achieved when your assets provide enough cash flow for you to live on without being actively involved. In our opinion, an owner's biggest challenge is converting the business asset to financial assets over time in a tax-efficient manner.