662 – Living Intentionally Through Your Finances with Pacific Capital’s Chad Willardson

What this episode covers

Freeing finances. On the show today is Chad Willardson, the President and Founder of Pacific Capital. Pacific Capital is a fiduciary that let's people enjoy their life without the stress of money and markets. Chad helps entrepreneurs and families make smarter financial decisions and avoid big regrets through comprehensive planning. The planning goes through four steps: a conversation on goals, a life finances inspection, a strategy conversation, and finally, financial comfort and success. Rinse and repeat to maintain and grow your financial life. Learn more about the four steps to financial planning and much more on this episode of The Thoughtful Entrepreneur. More from UpMyInfluence We are actively booking guests for our DAILY Entrepreneur Success Podcast. Schedule HERE. https://upmyinfluence.com/guest Are you a 6-figure consultant? Let us fill your sales schedule and move you to 7-figures. Learn more here. https://upmyinfluence.com/b2b Check out our free Authority Transformation Masterclass. https://upmyinfluence.com/1