Business on purpose
Whether you’re just starting out, navigating the never-ending questions that come with growth, or getting ready to sell… entrepreneurship is a unique journey. Take it from an entrepreneur raised in a family of entrepreneurs.
The good news is, you don’t have to do it alone. We’ve got plenty of insights on offer, and a team of professionals who can help support you when you’re ready.
Listen on purpose
the podcast
I know what you’re thinking: Not another podcast! Which is why I only host conversations that I know clients and business owners care about. That doesn’t mean every topic is about business and bottom lines. It means we’re talking about the real issues that come up when you’re building something that matters.
How to have money with purpose
There are entire sections of bookstores devoted to helping you achieve financial success… and yet, many of us feel overwhelmed when it comes time to start reading.
I wrote a book to help you start on your money journey. One that can help you understand and process all of those other books.
I was able to do that because I started with a basic assumption: Money isn’t some compartmentalized ‘thing’ that’s separate from the rest of our lives. Money is deeply entwined with our beliefs, values, and experiences.
Recognizing that is often is the first step to improving your relationship with money. And it’s more fun to read than spreadsheets!
“Excellent finance book. Really helped me put goals into great perspective. As a business owner, I look forward to reading this several times to get more pearls of wisdom. Thanks!”
Amazon Customer
“I bought a copy for each of my adult children. It is a very readable book that helps you to really think about how and why you spend your money, the choices you make, and if your spending matches your beliefs.”
VLG via Amazon review
More about Morgan
Andy Warhol may have said it best:
“Making money is art, and working is art, and good business is the best art.”
There’s one thing you learn early on when you’re raised in a family of entrepreneurs: Business owners wear many hats. It’s true within the business (you’re thinking strategy, product, client experience, and so on) and it’s true in your life (you’re an entrepreneur as well as a spouse, parent, neighbor, friend, family member).
Too often, business owners fall into a trap where they feel like they have to choose. Run a business or be creative. Build wealth for your family or spend time with them. You get the idea.
When you start running your business on purpose, and with purpose, it unlocks so many possibilities. I know that because I’ve been where you are. And it’s one of the many reasons I share my experiences so readily, along with the lessons I learned along the way.
More about Trailhead Planners
If you’re a business owner in search of a full-service wealth advisor—one that helps you optimize your personal and your business finances—we can help with that.
Trailhead is a full-service wealth advisory firm with a ‘virtual family office’ model. What does that mean?
- We’re your first call with anything financial.
- We have an extensive network of experts to help you optimize your circumstances.
- We go beyond the basics—we’re always looking for ways to help you take your business (and your personal) finances to the next level.
- We can seamlessly coordinate with any professionals you’re already working with.
- Cohesively coordinate your financial, investment, tax, estate, and insurance plans.