The Entrepreneur’s Financial+Wealth Checklist

 

The 15 Elements Your Business Needs To Create Wealth

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Orelle J.
Limitless Growth LLC

“As my CFO,  Perry has provided me with sound financial advice that was truly tailored to my needs and my situation. But more than providing me with solutions, he educated me so that I am better informed to make better decisions. Perry has helped me to prepare to transition into entrepreneurship. This was scary territory for me, but with knowledge and planning, I have been able to make an enormous jump into running my own business.”


Sylvia C.
Assistant Coach, North Carolina Tarheels I-Coach

“Perry Jeffries has been my CFO for over 10 years. We met during my transition from professional basketball in the WNBA to collegiate coaching. On our first meeting, he took time to explain, in layman’s terms, what I needed to know to take the first step to maximizing my capital gains, improving my net worth, and living financially free. Throughout the years, Perry has met with me regularly to assess my risk tolerance and to review my portfolio. Today I am debt free and living the financially free lifestyle that Perry discussed with me in our initial meeting.”

Sara Jacobowitz
Hands On Therapy

“I did pretty well for myself with not really knowing what I was doing. My dad Always said to put money aside and save for my future and retirement especially since I am an entrepreneur. I went to my bank and said “I’m not sure I know what I am doing but please set up a retirement account for me. They could have talked to me in a foreign language, but Perry sat me down and explained to me what I should be doing with each account and he made it simple to understand.”

 

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