Ep. 145 - Financial Facelift: Why Your Business Goals Need a Monetary Makeover with Portia Jackson

Today, I had the ultimate pleasure of interviewing Portia Jackson, a certified financial planner and money coach for online entrepreneurs. This episode is a treasure trove of insights for anyone looking to grow their business while maintaining a balanced, satisfying personal life. Her approach to financial planning, emphasizing personal satisfaction over the hustle culture, is a breath of fresh air.

We dive into Portia's intriguing journey from engineering to financial planning, uncovering the steps and insights that led her to her current role.

Growth and Wisdom Highlights:

How best to track financial metrics & their importance in our entrepreneurial journey

Collaboration & understanding strengths in a relationship can significantly enhance financial management

Seek out alternative marketing methods to social media that more closely align with personal values

Takeaways:

Connect your business revenue goals with your personal financial aspirations to create your ideal lifestyle

Finding personal satisfaction and a balanced life is needed in today's fast-paces business world

Set meaningful, satisfying goals that resonate beyond just the numbers

Links

Portia Jackson: wealthyandfulfilled.com/

Apply to the Coterie Mastermind: amberhousley.com/mastermind

Join Me at Inspired Retreat: amberhousley.com/joininspiredretreat