EP 070 Jim Crider, CEO and financial planner - Intentional Living FP

Show Notes   -The Grow Your Business and Grow Your Wealth with Gary Heldt   -EP 070 Jim Crider, CEO and financial planner - Intentional Living FP   Jim Crider is the CEO of Intentional Living FP, a financial planning firm built to help families achieve early financial independence.    Prior to starting Intentional Living FP, Jim worked primarily with the standard clients of most wealth management firms— financially successful families seeking guidance with the wealth they’ve accumulated over decades. While he cherished each client he served, he came to find the clients he enjoys most: families that desire to achieve early financial independence for the sake of spending significant time with the people they care about.   He is a CERTIFIED FINANCIAL PLANNER™, and the message he tells every client is that his role is to guide— to live where their lives and money intersect so they can live the life they want. The money is simply a tool, a resource that is there to help you live the life you want.    When he's not engaged in a conversation with people about life and finances, he can be found chasing around his kids, Atticus, Asher, & Arlo, spending time with my wife, Kendra, or out on an adventure.   Jim’s insights include:   ·        How focusing on financial goals could hinder spending time with family ·        Some of the biggest mistakes clients make before seeking advice ·        How to leave your 9-5 to start your own business safely ·        The importance of savings ·        Spenders don’t have financial independence like you would think ·        Finding a retirement plan that works for you ·        How Covid has impacted risk assessment   Enjoy the show!   Connect with Jim:   Website: https://www.intentionallivingfp.com/ Twitter: @JimCriderTX   Connect with Gary: Website: https://sbadvisors.cc/ Facebook: https://www.facebook.com/SmallBusinessAdvisors LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr-388a051/   Learn more about your ad choices. Visit megaphone.fm/adchoices