Charting a Better Path from “Here” to Tomorrow

Having advised hundreds of executives and entrepreneurs over the years, we know there are multiple considerations and possible paths between “here” and the achievement of your financial goals. By following a fictional couple and their family as they wind through a path of poor financial choices, it will become evident how important well-structured guidance is to achieving positive outcomes.

In our second edition of this story, you’ll learn even more about:

  • Business transition planning from Abby’s perspective, a business owner, as she embarks on the journey to selling her business
  • Planning transition strategies from highly concentrated holdings to a more diversified portfolio
  • ESG strategies, and how to best incorporate environmental, social, and governance issues into financial portfolios

Why Executives Should Take Note

Through decades of advising, our team at The Colony Group knows that executives and entrepreneurs alike have their own unique needs and circumstances. We understand the complexity of these groups, and we leveraged our combined experiences to tell a compelling story that rings true to their experiences. Through this book, we break down a complicated subject and provide readers with tools to help them understand what’s needed to achieve not only their financial goals, but peace of mind.

Related Videos

Chapter 1: How can executives and entrepreneurs achieve financial peace of mind?

Chapter 2: What's keeping corporate executives up at night?

Chapter 3: How can executives get the most from their compensation and benefits?

Chapter 6: How can executives build, maximize, and protect their wealth and financial independence?

Chapter 6: What is goals-based planning and how does it advance an executive or entrepreneur’s financial independence?

Chapter 4: What should you know about equity-based compensation plans?

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Personal Financial Planning For Executives & Entrepreneurs ft. Michael Nathanson

Don’t miss Michael Nathanson featured on Abhi Golhar’s nationally syndicated radio show talking to entrepreneurs and executives about how to maximize their financial success based on The Colony Group’s book, Personal Financial Planning for Executives and Entrepreneurs.

Finding meaning and joy through financial peace of mind

What is the meaning of financial peace of mind and what are the steps to achieve it? Michael Nathanson sat down with George Glombacher on his Money Savage Podcast to talk about this and other concepts from The Colony Group’s new book, Personal Financial Planning for Executives and Entrepreneurs.

Why Corporate Executives Need Specialized Financial Planning

C-Suite executives are different. Michael Nathanson explains why they need a specialized approach.

Setting clear financial goals for women executives: Why do it?

Setting clear financial goals for women executives: Why do it? Nadine Gordon Lee shares key steps to plan for the future Ladders.

Two New Books Address the Practice of Wealth Management

Buzz about our #TCGBook. “This is a solid, practical book for senior executives and entrepreneurs who want to preserve and manage their wealth,” said Chuck Epstein.

Should Women Be Investing Differently Than Men?

Why women might need a slightly different investment approach than a man and how they can create a suitable safety net for their particular reality.

Question and Answer with Michael Haber, JD, CFP®, Vice President & Senior Wealth Advisor at The Colony Group

How does this author and adviser help executives and entrepreneurs in the college financial planning process?


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Learn more about the core needs and objectives for executives and entrepreneurs to be successful in executing a financial strategy.