Getting Clarity On Your Personal Finances Can Help You Focus On Your Business Artwork

Strategize Your Business Online with Dee Boswell-Buck

Strategize Your Business Online Podcast is for entrepreneurs who are seeking actionable strategies and advice to grow their brand, reach more of their target audience, and earn more revenue in the online space. Listen to this workshop-style podcast and get inspired, grow your social media following, build your email list and develop digital marketing strategies that convert to sales confidently online!

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Strategize Your Business Online with Dee Boswell-Buck

Getting Clarity On Your Personal Finances Can Help You Focus On Your Business

December 29, 2021 • Dee Boswell-Buck /Sunny Wishart • Episode 37

“At each milestone, you do have to sit down and reevaluate your finances, instead of just doing it and hoping it works out. You’ll be so much more successful if you have a plan in place for each milestone.”

- Sunny Wishart

There’s no question that taking care of your finances can feel overwhelming, stressful… or even a little scary.

The truth is that the average person doesn’t have many options when it comes to high-quality financial advice. My guest, Sunny Wishart, founded A La Carte Financial to help individuals and families who are seeking clarity, organization, and education in their financial life.

Sunny helps her clients dig into the nitty-gritty of their finances. Your finances should be organized with a purpose — and every element should be working toward a clear goal!

When dealing with financial clients, Sunny draws on her background as a former music teacher to mentor them through the fundamentals of finance. She really makes financial education feel comfortable and achievable, so I know that you’ll get a lot out of this episode!

In this conversation, you’ll learn valuable tips to help you budget strategically and streamline your finances. We discuss corporate exits, pandemic spending, finance bootcamps, and more. Listen now!

In‌ ‌this‌ ‌episode,‌ ‌you’ll discover:‌ ‌

The process that Sunny uses to help her clients come up with budgets that work for their lifestyles
The financial planning and lifestyle changes that Sunny and her family put in place as she was leaving her 9-to-5 to run her own business
Why you should choose to work with a Certified Financial Planner rather than one without a certification — no matter how much experience they have

About Sunny Wishart: Sunny is Certified Financial Planner and the president and founder of A la Carte Financial. As a fee-based financial planner she prioritizes unbiased, objective financial advice and holds honesty and integrity as a defining value. Her background includes personal banking, business management, and financial planning.

Highlights:‌

00:01 Intro

01:51 Meet Sunny Wishart

03:03 What financial clarity looks like

05:00 Planning for your milestones

06:06 Sunny’s journey

07:44 Financial planning to leave corporate

09:02 What is a CFP?

10:14 Sunny’s website

12:28 Sunny’s services

14:00 Getting real about budgeting vices

16:20 The getting-to-know-you process