Have you thought about planning your next act? Does that mean a career change or becoming a business owner? In this webinar, Lisa Dy, CPA, MBA and Patrick Clark, CFP discuss the mindset and financial strategies needed before making that important decision. They will address common obstacles that stop you from making a significant change in your life, and how to move past them.
Join this informative webinar to dive into your financial snapshot by reviewing the current situation, analyzing the numbers, and understanding options you have available in today’s world of boundless opportunities.
Learning Objectives:
Boundless Potential Coaching
Coach and Owner
[email protected]
(440) 290-6688
How much potential do you have locked inside of you? I believe it’s boundless. After two decades of supporting multiple corporations and businesses, I realized I was restless, restless to make a bigger difference.
That's why I founded Boundless Potential Coaching so introverts could take a the leap of discovering how they can exceed their own expectations. Together, we overcome their limiting beliefs and achieve their personal and professional goals. Looking to shed those limiting beliefs? Let's get started and connect with me today https://www.boundlesspotentiallife.com/.
Finance Roadmap Planning
Director of Financial Planning
[email protected]
(978) 967-7285
Patrick Clark CFP® has over 16 years of experience in financial services. He works to help those that are two to seven years from retirement that may feel anxious or unsure if they'll have enough to retire comfortably. Patrick's mission is to alleviate your concerns. He crafts personalized retirement income strategies, giving you the confidence to choose when and how to retire.The goal is to work together to create a retirement plan that ensures your financial peace of mind.
Patrick also works with high-income earners seeking financial clarity and optimization of their finances. He will help you gain a clear understanding of where your money is going and provide a roadmap for using it wisely to reach your unique goals.