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Top Five Ways to Achieve Financial Goals with The Entrepreneurial Equation

Entrepreneurial Equation

March 1, 2022

As a financial advisor with Edward Jones, I have the incredible opportunity to help clients plan for their financial futures, creating personalized strategies through the Entrepreneurial Equation™, something all small business owners can find useful. Entrepreneurs who have their own Entrepreneurial Equation™ will be better equipped to combat time constraints, financial pressures, employee challenges and tax issues associated with owning a business.

When we find the best mix of operational, business and personal financial excellence, we can meet the vision we have for our business. To do this, it’s important to engage the right team, including a CPA to assist with accounting, payroll and taxes, an attorney to help with business structure and estate planning and a financial advisor to help with investing and insurance needs.

Five Simple Steps Toward Achieving Goals

The following five steps will help you and your team develop the Entrepreneurial Equation™:

  • Where am I at today?
  • Where would I like to be?
  • Can I get there?
  • How do I get there?
  • How can I stay on track?

As you get started, look at where you want to be personally and in business and set clear measurable goals for reaching your goals. Once you have a vision for your business and yourself, it’s time to evaluate if your investments and business goals are realistic. Then, consider what tools and strategies will help you reach your goals, regularly evaluating where you are and what needs modifying. You’ll also want to reevaluate your vision over time and set new goals as you meet old ones.

To find out more about the Entrepreneurial Equation™, you can get in touch with me at (515) 274-9811 or request an appointment here. Let me help get your financial future on track!

Watch the entire webinar below:


For more information on the Greater Des Moines Partnership’s Top Five series, visit the Business Resources page. While there, be sure to register for the next Top Five series.

Dawn Collins

Dawn Collins is a financial advisor with Edward Jones in Des Moines, Iowa. Her focus is on helping clients plan their financial futures.