How Strategic Financial Planning Can Revolutionize Your Business

Path 2 Freedom

Nov 30 2023 • 44 mins

In this episode of the Path to Freedom Podcast, the host introduces Leland Gross, founder and CEO of Peace Link Financial Planning. They discuss the importance of strategic financial planning for small business owners and self-employed professionals. Leland shares his holistic approach to financial planning, emphasizing the business as the biggest investment for self-employed individuals. He also discusses his role in reviewing tax returns, navigating the complexities of business structuring, and maximizing money flow from business to personal life. The conversation also touches on the importance of considering additional metrics, franchise ownership, and the process of working with clients.

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