EPISODE 37: Getting Clarity On Your Personal Finances Can Help You Focus On Your Business

“At each milestone, you do have to sit down and reevaluate your finances, instead of just doing it
and hoping it works out.  You’ll be so much more successful if you have a plan in place
​for each milestone.” - Sunny Wishart

There’s no question that taking care of your finances can feel overwhelming, stressful… or even a little scary.

The truth is that the average person doesn’t have many options when it comes to high-quality financial advice. My guest, Sunny Wishart, founded A La Carte Financial to help individuals and families who are seeking clarity, organization, and education in their financial life. 

Sunny helps her clients dig into the nitty-gritty of their finances. Your finances should be organized with a purpose — and every element should be working toward a clear goal!

When dealing with financial clients, Sunny draws on her background as a former music teacher to mentor them through the fundamentals of finance. She really makes financial education feel comfortable and achievable, so I know that you’ll get a lot out of this episode!

In this conversation, you’ll learn valuable tips to help you budget strategically and streamline your finances. We discuss corporate exits, pandemic spending, finance bootcamps, and more. Listen now!

In‌ ‌this‌ ‌episode,‌ ‌you’ll discover:‌

• The process that Sunny uses to help her clients come up with budgets that work for their lifestyles 
  
• The financial planning and lifestyle changes that Sunny and her family put in place as she was leaving her 9-to-5 to run her own business 
  
• Why you should choose to work with a Certified Financial Planner rather than one without a certification — no matter how much experience they have
  

About Sunny Wishart: Sunny is Certified Financial Planner and the president and founder of A la Carte Financial. As a fee-based financial planner she prioritizes unbiased, objective financial advice and holds honesty and integrity as a defining value. Her background includes personal banking, business management, and financial planning.

Highlights:‌ ‌

• 00:01  Intro
  
• 01:51  Meet Sunny Wishart
  
• 03:03  What financial clarity looks like
  
• 05:00  Planning for your milestones
  
• 06:06  Sunny’s journey
  
• 07:44  Financial planning to leave corporate
  
• 09:02  What is a CFP? 
  
• 10:14  Sunny’s website
  
• 12:28  Sunny’s services
  
• 14:00  Getting real about budgeting vices
  
• 16:20  The getting-to-know-you process
  
• 17:49  Shifts since the pandemic hit
  
• 19:12  Spending trends during the pandemic
  
• 22:30  Sunny’s blog
  
• 25:19  Social media + content
  
• 27:15  What’s on the horizon?
  

Links:‌ ‌
​Sunny Wishart
https://www.alacartefinancial.ca
https://ca.linkedin.com/in/sunnygalbraith 
https://www.facebook.com/AlaCarteFinancial 
Twitter: @AlaCarteFinance
Work with me: http://www.deeboswellbuck.com
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