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Financial planning with two small business owners

As the “Great Resignation” continues, many people are looking for a new job, or they’re interested in starting a business.

As the “Great Resignation” continues, many people are looking for a new job, or they’re interested in starting a business.

Tonya Jones is one of them. In 2021, she decided that she would forego her nine-five and step  out full-time as an entrepreneur. She is the owner of Quality Alliance Consulting Group, which helps people start and build their businesses.

As Tonya embarks on this journey, she wants to ensure she is able to scale her company and have more than 20 clients by the end of 2022.

In this episode of Financial Solutions with Dr. Nicole, Tonya works with Dr. Nicole B. Simpson, CFP®, to assess her current financial situation and what it will take for her to meet her financial goals.

Dr. Nicole also spoke with Matthew Espinét. He is an IT professional and a singer/songwriter. Over the years, Matthew has worked more than one job to support himself and members of his family. Even as his income increases, Matthew has noticed that he continues to have to pay overdraft fees each month. Tired of not knowing where his money is going, Matthew is determined to create a plan to get out of debt and build wealth.

During his conversation with Dr. Nicole, they assessed his finances and created a financial plan to get him on track.

To listen as Dr. Nicole helps Tonya and Matthew, click here.

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