Alchemy of Money & Business Planning Clinic

1 Zach Johnson Drive North East,Cedar Rapids IA 52402

12 October, 2022

Description

Come to this event to learn how to think about wealth- building, deal with emotions money brings up for you, and ensure you’re maximizing your earning opportunities. We’re going to get into the details of your financial systems and reports through mastery of a word-recognized budget model. We’ll also learn how to build and amplify your investment game to ensure you’re leaving an impactful legacy. It’s not about the money, it's about what you can do with it. Here's what we'll cover (in a high energy fun way even non-math nerds can enjoy - stop making excuses for letting your money manage you instead of managing your money): Creating your 5-year wealth goals The 10 common financial challenges Business entity types Flow of cash Paying yourself Using a Chart of Accounts Profit and Loss (Summary) P&L (Detailed) Expense best practices for budgeting The Balance Sheet The Net worth map Accounts Payable Account Receivable Managing your Financial Dream Team Calculating & Improving Margins Investing, how to based on your goals Retirement accounts at a glance Insurance & estate planning Planning for your 2023 business - getting your life back AND making the money you want and need to accomplish your goals.