End of Year Q & A

Business and personal finance play such a large part in the quality of life we lead, our ambitions for the future, and the legacy we want to leave. It’s not just about earning money, it is about having a healthy relationship to and education around saving, spending and protecting your money.

As a collective, we have found that most people learn personal finance through trial and error, sometimes very costly errors that can have lifelong consequences. Mastering money management takes knowledge, skills, a good amount of curiosity and openness to constantly learning and the right mindset.

As business owners ourselves we know that there are always questions that come up in your financial life, especially at the end of the year.

What options do I have? How could I have done better with my profit? How can I set myself up for success next year? Should I start saving for retirement?

You can find dozens of books that teach a very generalized 101 of managing your money. Most people need personalized guidance after the 101 and more important, a space to work out their needs with someone (or a collective of someones) who has an interconnected understanding of money management! Plus… if you're the type of person who learns best through guided instruction with the opportunity to put what you learn into practice, a more personalized education resource may be a better option regardless.

This is why we, The Fiscal Collective, have decided to offer an End of Year Q&A and Chat for entrepreneur, business owners and high earning individuals.

The Details

Date: December 18th Time: at 11 am pst / 2 pm est for a 90 min detailed conversation

Prior to the 18th, you will receive an email with details of how to submit your questions ahead of time in order for us to maximize the time that we have together. There will be space for additional Q&A on the call as well!

Disclaimer: The information learned from this educational resource should be applied within the context of your own financial situation, ratherthan following everything that is taught 100% to a T.