THE CAREER CHANGE FINANCIAL PLANNER

I discovered Terri Lonier several years ago when a financial planner friend of mine retired and gave me all of the business-related stuff she’d no longer be needing.  (Thanks, Helen!)  In amongst the books on stock options, life insurance, and college planning was nestled a lone cassette tape (remember them?): tape 2 of the audio version of Terri’s Working Solo: The Real Guide to Freedom & Financial Success with Your Own Business.  Helen had no clue as to the whereabouts of tape 1, so I dove right into tape 2 on my next trip in the car. 

At that point, I was already several years into my practice, but I still got a lot out of listening to even just the second half of Terri’s tips for solo self-employeds.  Her super-practical advice on business planning, legal matters, marketing, operations, finance, and more cuts right to the chase, with a laser focus on the needs of solo entrepreneurs.  I only wish I’d stumbled on her a lot sooner!

So if you’re just starting out, or if you’ve been at it a while and you could use a little help with the “running the business” part of working solo, check out the wealth of resources Terri has to offer. Her recent Working Solo newsletter is a great example, offering 4 Freebies for Soloists. Enjoy!

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