Description

Do you (or your business) have audacious financial goals? We all know the standard
formula to financial success: higher sales, lower expenses, and increased saving, but for most of us, something gets in the way. Have you stopped and asked yourself whether your mindset is helping you achieve your goal? We are taught that money is earned through grind and grit, but is this belief impeding your progress?

We’ll go through an exercise to help you

• Explore your financial mindset
• Discover beliefs around income, savings, and debt that may hold you back from
• your financial goals.
• Learn financial tactics that will help you make progress based on your set of
• circumstances.

About Our Speaker

Brandon Clark is a financial planner and coach who helps clients gain control over their most precious resources: their mindset, money and time. This allows his clients the freedom to pursue a life by their own design. He owns a private coaching practice, Reexamine Wealth and is a Financial Advisor with Toler Financial Group. Prior to his current roles, Brandon owned the accounting firm Balanced Financial Solutions (BFS) which served Individuals and Small Businesses. Brandon built BFS from a solo-practice into a firm with a team of 4 employees and multiple subcontractors and partners. It was in this role that Brandon cemented his passion for financial planning and helping clients connect the various areas of their finances. Brandon exited the firm through an acquisition.

Before BFS, Brandon worked for a Big Four multinational accounting firm followed by smaller regional accounting firms. Altogether, Brandon spent over 13 years working as an accountant and business advisor.

Brandon has a dual Bachelor’s degree in Economics and Sociology, a Master’s in Business Administration and is a licensed CPA.