Helping Family Members Financially
It’s crucial to make sure that you’re financially comfortable yourself before helping others
How to set up your business finances to scale and exit – with Julia Chung
For Female Founders host Sarah Bundy and Julia sat down to talk about how to set up your business finances to scale and exit.
Moolala: Money Made Simple for a discussion on Advice Only Financial Planning
Julia joined Bruce Sellery of Moolala: Money Made Simple, to talk about the different kinds of financial planners and mainly an ‘advice-only financial planner.’
How Julia came to be an Advice Only Financial Planner
How this advisor went from being a broke, single mom to a successful entrepreneur and financial planner
Funding a New Business for Dummies
Funding a New Business For Dummies drills down to the top question on the minds of entrepreneurs―where can you find the funds to launch your new business?
Transitioning the Family Cottage (or cabin)
If your family has a summer hideaway, it’s likely that determining how best to deal with this legacy might weigh a little heavy on your mind. Perhaps you’ve talked to your professional advisors, or even searched the internet for ideas on how to move ahead.