Why you need a financial strategy

Yvonne Dam
25 January 2023
vlog

There’s a big taboo on money. People don’t necessarily like to talk about it; it can either be perceived as bragging or as “not done”.

Many entrepreneurs won’t even look at their financials.

I know because I used to be one of them. Only looking at my financials once every quarter made me lose money. People didn’t pay; electronic payments failed – it wasn’t pretty.

Now I have a new habit. Every Monday, I start my CEO day by going over my financials. It’s great! I feel and am more in control. I know which clients need to pay, how much money is left to spend, and where I need to focus. Focusing on your financial strategy is critical – but why?

Why you need a financial strategy

Watch this 20-minute video on why you need a financial strategy and what the critical elements of a financial strategy are. And how you can use your values when making financial decisions.

PS Do you like us sharing these videos? Let me know yes or no. If not, we’ll stop 😉

#coaching #gettingthingsdone #productivity #maximizeyourpotential #amazeyourself #ceoofyourlife

The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

Investment Advice offered through WCG Wealth Advisors, LLC, a Registered Investment Advisor. Utor Wealth is a separate entity from The Wealth Consulting Group and WCG Wealth Advisors, LLC.

Author
Recent Posts

Yvonne Dam

Founder and CEO at Amaze Yourself Coaching

Yvonne Dam is the Founder and CEO of Amaze Yourself Coaching. She is a performance and business coach for people who have too little time and crave to optimize their business, improve productivity and income.

Yvonne has a vast coaching experience from executives to teams to ambitious business owners.

Through her personal and business coaching programs she has helped dozens grow their businesses while drastically reducing their working hours.

And when Yvonne is not coaching, you can find her indulging in beach walks, and a sparkly glass of champagne.
Subscribe to our newsletter for weekly inspiration