Switching from a corporate job to entrepreneurship is an exciting and transformative decision. By following these essential steps and preparing for the transition, you can increase your chances of success: define your vision, build a strong financial foundation, develop a comprehensive business plan, build a supportive network, acquire relevant skills, and maintain a resilient mindset and you will enjoy the fulfillment and freedom that building your own business can bring.

What happens when our purpose and our passions overshadow our fears? What happens when fearless women lead? On this International Women’s Day, we celebrate and empower others toward an equitable and inclusive future.

Creating a lasting legacy requires communication among members of the family unit. We typically think about our estate plan as a way to best carry out your wishes. But our legacy is not only for the moment we have checked out from this earth. Our legacy is now.

Our goals in life, our career, and the things we wish for our family all go back to this single word: values. Values act as the guiding principles that help bring a deep sense of purpose, fulfillment, and joy to your life. Most importantly, values explain your WHY.

Cassandra Smalley Wealth Management celebrates its new financial planning and wealth management firm specializing in empowering women and their families to design their best life.

A fiduciary is someone who is required, by law, to act in the best interests of their clients.

A financial planner collaborates with you to organize your financial life and helps you understand how your resources can help you achieve your goals. More than just the numbers, a financial planner is a partner you can trust to take the stress and overwhelm out of your financial life.

Cassandra Smalley Wealth Management began with a belief that wealth management and financial planning was more than just striving to reach for some magic retirement number and that clients deserved more attention to uncovering their unique needs and goals that allows them to live out their best life both now and in the future.