Season 1, Episode 18
Setting Up Your Money Team
For My Readers
Setting Up Your Money Team
In this episode of She Built Success, host Claudia explores the critical role of a money team in business success. She shares her personal journey of forming a money team, including the importance of a tax strategist, wealth manager, and CFO. Claudia offers practical advice for startups, businesses in the shift phase, and those scaling up, emphasizing the need for regular reviews and strategic planning. Tune in to gain valuable insights and learn how to build a money team that supports your vision and goals.
Meet Your Bold Moves Bestie & Host
Claudia
Hi! I’m Claudia, the CEO of Capital Consulting Group, a digital and data analytics consulting firm. You can also add mom, student pilot, and nonprofit founder (Black Girls Fly, Inc.).
Here’s what I’ve observed. 👇🏾
Women don’t take time to celebrate and nurture all facets of their lives because they’re too busy — going, doing, and being.
I’m on a mission to change this. To become your Bold Moves Bestie! To help you redefine success in action.
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