FPAWIZ’s Post

Don’t get caught off guard this holiday season! 🎄 Let Centage help you avoid budgeting surprises with our collaborative forecasting tools. Stay ahead of the game in 2025 – no panic required! 👉 Book a Demo and avoid the chaos! #FPandA #BudgetingUnderPressure #MondayFinanceMemes

Next Thursday, you won’t want to miss the virtual lunchtime workshop, ᴘʀᴏғɪᴛ ғɪʀsᴛ sᴛʀᴀᴛɢᴇɢʏ, with CRP counselor Doug Okamura Doug Okamura This is your opportunity to revolutionize your small business’ financial approach. Date: Thursday, April 11, 2024 Time: 11:30a-12:30p Cost: FREE *Zoom link in bio or email Val Kubota at vkubota@ywca.org with your questions. . #profitfirststrategy #mbda #ewoc #smallbusinessfinance #smallbusinessresource #smallbusinesshawaii #hawaiismallbusiness #hawaiibusiness #hawaiibusinessresources #capitalreadiness #capitalreadinessprogram

✨Bharti Sir's Powerful Message on Achieving Success! 🚀In this video, Bharti Sir delivers a powerful message on achieving success during a Financial Planning session. With his inspiring words, viewers are encouraged to pursue their goals and navigate the financial landscape with confidence and determination.💼🪙 ✅Go with Bharti, Grow with Bharti #successmotivation #financialplanning #inspiringwords #goalsetting #confidencebuilding #successjourney #bsm #ravindrabharti #bhartisharemarket #successmantra

In case you missed Academy Live today, here are YouTube links to catch up. If you are struggling with understanding your finances or concerned about how your business is valued, Scott Hamlin will provide valuable insight into what and how you should be measuring the financial health of your business.

Thanks to Rex Frank and the Academy Live team for having me on the show today to discuss Financial Alignment in the IT space and how to use the results to manage and improve performance. Full show: https://lnkd.in/gzbT2QZE ...and a couple of quick clips: Some challenges in properly aligning your financials: https://lnkd.in/gNvmqWE9 If you have a cash problem, you probably have a profit problem: https://lnkd.in/g-8S8S_D

OH from founders this week: what financials do I include in my pitch deck? My advice is - keep it short and sweet, esp for early stage: ✅ unit economics & traction ✅ use of funds & next milestones ✅ projection charts (optional) ❌ complex tables & financials K.I.S.S

"The Masterclass has advanced my presentation" Stephen Kabuki Head of Agency ICEA Lion Nakuru on their recent graduation of the Personal Financial Planning Masterclass #masterclass #financialliteracy #wealthcreation #personalfinance #financialtips #financialgoals #personaldevelopment #financialplanning

Explore the intricacies of whole life and learn why my illustrations often show a decrease in premium. 📉We are taking a closer look at policy structure, MEC, payment splits, and financial planning considerations. NEW EPISODE! 🎙️https://ow.ly/qZXO50Ug2ji #WholeLifeInsurance #Premiums #PolicyStructure #FinancialPlanning #MEC #IBC

📣Rikesh Bhatt, Financial Planner discussed the core principles of Financial Planning with Peter Komolafe DipFA, CII MP, on his Conversation of Money You Tube channel. To hear the conversation, grab a drink, and use the link below ☕️ 🔗 https://lnkd.in/eSVGnfGw

Whoa, it's July already! Time for a mid-year financial review. Our latest blog will help you get on track so you can catch issues early, adjust budgets, and prepare for a strong year-end. 📊💪 Check it out now 👉 https://lnkd.in/epBiuZst #SmallBusinessOwner #BusinessTips #FinancialReview