Bank Account Architecture For Your Legacy with Jen Paterson

Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - Does your financial success mirror your professional success? How do you manage money? How do you manage your finances, cash flows, and a financially stable business in order to invest in your future? Many families don’t walk their NextGen through the back end of the finances to know that making and managing money are two different skill sets. What about all the other jobs your dollar has to do? When things go sideways, the thing that makes it easier is cash. What if it isn’t noble to cut yourself out in paying yourself a salary as a business owner? In this episode, hostess Angelina Carleton speaks with Jen Paterson, a financial planner who studied economics and finance in British Columbia (Canada). We talk about the distinctions around managing money this automatically isn’t taught or discussed as needed in society, amongst friends and associates or in the business schools. Yet, it doesn’t have to be ‘heirs gone wild’ or ‘entrepreneurs gone wild’ when the money gets deposited. If you don’t pay attention to how you spend and set aside monies, it can’t serve you or your legacy dreams. Tune in and hear how you can learn the strategies to navigate your money management in the design of your holistic legacy planning. Does your financial management meet your Legacy goals? - Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com! If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com. #humancapital #legacycapital #financialcapitalBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.