Shownotes can be found at https://www.profitwithlaw.com/326.

As they say, money makes the world go round. Thus, it's critical to be smart about handling your finances — both personal and business. Correctly managing your money requires a well-crafted financial planning process; it allows us to step up our game as business owners and make informed decisions around our short-term and long-term financial goals. Financial planning empowers us to take control of where every last bit of our money goes to build the personal and business life we dream of. 

In this episode, financial advisor Wendy Brookhouse joins Moshe Amsel to explain how to plan and manage your personal and business wealth as a law firm owner. She highlights the importance of beginning with the end in mind; it’s best to start as soon as possible in financial planning and investing. Wendy and Moshe also discuss shifting the perspective around getting credit, HR assets, risk assessment, overcoming money issues, and building good money habits. Your financial planning process is critical to your success, so don’t delay.

If you want to know everything you need to simplify your financial planning process as a law firm owner, this episode is for you.

Resources mentioned:

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Want to implement what you’ve learnt in this episode? Download the Action Guide, a workbook designed to help you process and implement the knowledge gained from this interview.

Connect with Wendy: Black Star Wealth

Black Star Wealth’s Entrepreneur Wealth Diagnostic Tool

The Real Bottom Line Podcast with Wendy Brookhouse

Burn Your Budget by Wendy Brookhouse

Profit First by Mike Michalowicz

Are You a Stock or a Bond? by Moshe Milevsky

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To request a show topic, recommend a guest or ask a question for the show, please send an email to info@dreambuilderfinancial.com.