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 4:

What should you know about equity-based compensation plans?

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?

Meet The Authors: Personal Financial Planning For Executives And Entrepreneurs

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Start Planning Your Better Path Now

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