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Pathways of Grace

1428 E Northern

Phoenix, AZ 85020

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Thoughtful, compassionate practitioners often hesitate to talk about money - almost ignoring the fact that they are also business owners. In this workshop, you'll learn how to make peace with your own money story so that you can reconcile the apparent divide between doing good work and doing well financially.

Participants will learn:

  • Why every business owner needs an "exit" strategy - and how to build one that fits you.

  • How to talk about money without feeling like you need a shower afterwards.

  • A simple, three-step decision-making process that not only keeps you focused on your goals, but saves you money.

Working to improve the lives of your clients doesn't mean you need to ignore the financial realities of business ownership. Join us to discover a new perspective on money that will have a big impact on your connection to your clients and your bottom line.

A second-generation entrepreneur, Stephanie Sims believes that business owners are amazing people who contribute to both the local (financial) economy and the “mental” economy by generating hope and positive energy all around them. Too many business owners become disillusioned because they’re unable to fulfill their dreams, and the desire to help is what drove Stephanie to work within and later consult with start-ups in need of funding.

Her experience with large transactions and her knowledge of how due diligence works made it easy to spot one of the key reasons that entrepreneurs face such difficulty getting financing: they don’t understand the fundamentals of evaluating risks versus rewards.

This “aha” moment was driven home when her parents planned to sell the business they had owned for more than 25 years. Stephanie wanted them to recover something more than pride, so she started asking herself how she could help business owners realize their own value AND get enough knowledge about finance to stop being intimidated by “the suits”.
Working with owners during both the funding and sale process, she realized that business owners needed down-to-earth explanations of financial principles instead of jargon. And given the plethora of financing options, they needed an easy way to know where to start, so that they didn’t waste time and energy.

Developing this knowledge base led her to see that everyone has the ability to manage their finances successfully, but they don’t always realize it. And that’s where the notion of Finance-Ability was born…

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Date and Time

Location

Pathways of Grace

1428 E Northern

Phoenix, AZ 85020

View Map

Refund Policy

Refunds up to 7 days before event

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