Starting a business means saying yes before you know how it ends. Leading it well means bringing others with you. These conversations are about the bets, the turning points, and how you treat the people across the table.
Whether you’re building your first company or planning for what comes after you, the financial decisions you make today shape the business you leave behind. Confluence Financial Partners helps individuals and families — including business owners — build plans that protect what matters most.
For business owners thinking about their team’s future, our retirement plan services help you design plans that attract talent and build long-term value.
“I'm a yes person. I say yes to a lot and I don't overthink things.”
She Sold Her Wedding Ring to Start a Jewelry Business: The Lou & Veronica Guarino Story
Attorney Chris Lee on Doing It Right: Confidence & the Power of the Process
He lost all his confidence in high school. Then Chris Lee discovered what happens when you fall in love with the process.
Inside the World of Betsy Wentz: Fearless, Passionate, and Inspiring You to Chase What You Love
A childhood in her mother's studio. A career in behavioral health. Then Betsy Wentz went back to the thing she loved.
