The Financial Rockstar Interview Series

financial planning, small business owners, small business, financial strategy, financial freedom, financial plan

Find out how small business owners (just like you) are living the dream by creating a strong financial plan.

Meet Kerry Sheppard — Financial Planning Rockstar

Kerry is a business strategist for online entrepreneurs. Her particular passion is helping women build an online business that fuels their life. Guided by her firm belief that you don't have to be a workaholic to build a profitable business, Kerry starts by grounding her clients in a foundation of simplicity and helps them build toward bigger and bolder moves.

All this talk about strong foundations and bold moves led to a great chat with Kerry about how she built her own financial foundation.

What does “having a strong financial base” mean to you?

It means not only having money in the bank, investments, and no debt, but it also means having a system to bring in money each and every month.

What made you decide to get intentional about creating a financial plan for your business?

I knew I couldn't do it on my own, as it's not my zone of genius. I knew it would actually cost me more money and time to try and do it on my own.

[Tweet “”I knew it would actually cost me more money and time to try and create a financial plan on my own.” “]

Your core expertise is in teaching entrepreneurs not to “freeze in the headlights” when it comes to sales/marketing for their business. How can having a solid financial plan help business owners in this situation?

I believe sales and marketing is the most important foundational element of a business. It can also be the area people want to skip over. Without a strong foundation you can't build a solid long standing business. By having a solid financial plan you know how and where your income is coming in on a consistent basis.

What are you proudest of, when it comes to mastering your business finances?

I am most proud of the impact that I've been able to have in my clients' lives and business. I know by doing what I'm doing I'm paving a path and showing women what's possible.

How has financial planning made your business more amazing this year?

It gives me the security to know that I have a plan and has allowed me to take the steps and leaps in my business that are ultimately taking my business to whole new level.

[Tweet “”Financial planning has allowed me to take my business to whole new level.””]

Want to find out how a financial plan can rock your world?
Click here to schedule a Discovery Session today!