Looking for Financial Advisor - Personal Finance Planning

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March 14, 2025

by a professional from Duke University in Los Angeles, CA, USA

I work with and talk to a lot of coaching clients in the stage of thinking about and planning to make a career change (like start their own business, or launch a search to buy a business etc.). One of the common barriers is can I afford to, when, what would my finances need to look like to make it work, are there creative strategies to support me in the interim.

Looking for a financial advisor I can refer people to in order to help them with these questions.

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Reply by a professional
in Colorado, USA
^redacted‌ Check out www.carrierefinancialplanning.com Focuses on personal financial planning for business owners
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Reply by a professional
from Northwestern University in Chicago, IL, USA
Hi Ashley, I’d love to support you with this - don’t hesitate to reach out at redacted
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