A big part of what we are trying to do at Evolved Finance is to help our clients create wealth through their online businesses.
That might be weird to hear from a bookkeeping firm, but the monthly financial reports we deliver to our clients are to help them make sure they are building businesses that are healthy and profitable. When an online business is able to become profitable, that’s when the wealth-building potential starts to amplify.
But what do you do once your business is profitable and your personal income is growing?
That’s where Jackson Millan and his team at Aureus Financial can help. Jackson looks at wealth education very differently than a typical financial planner or advisor, which is why I was excited to interview him.
During our conversation, we discuss:
Why Jackson gravitated towards finance as a career after growing up with entrepreneurial parents
Why Jackson felt disgusted and disheartened by what he saw in the financial services industry once he got his first job
Why Jackson has doubled down on wealth coaching instead of the more classic financial planning business model
Why most business owners think finance must be complicated and confusing and how Jackson is proving them wrong
Why having a wealth plan in place for your personal life and business is so important for maximizing the results you get in your business