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Supercharge Your Corporate Goals: Karen Boudewyn's Expert Tips for Improved Financial Planning Conversations

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Manage episode 386203308 series 3480544
Content provided by Calgary Petroleum Club. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Calgary Petroleum Club or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Karen Boudewyn, a financial planning expert, shares her inspiring journey on the Back to Business Calgary podcast. Growing up in a small town in BC, Karen's parents instilled in her an unwavering belief that there were no limits to what she could achieve. With her father's encouragement and her mother's compassionate nature, Karen learned the value of critical thinking, compassion, and a "can-do" attitude. These values have guided her throughout her diverse career in corporate finance, venture capital, and financial planning. Karen's approach to financial planning is akin to treating her clients like a project, finding solutions to challenges they may not even be aware of. She emphasizes the importance of open communication about money and the need to safeguard business owners from unexpected events. Through her expertise, Karen helps business owners make informed financial decisions, optimize their cash flow, and mitigate risks. Her commitment to understanding her clients' stories truly sets her apart, as she believes that money is a tool that can facilitate their goals and aspirations. Listeners are sure to be inspired by Karen's journey and her passion for helping others navigate the complexities of financial planning.

In this episode, you will be able to:

  • Unlock the power of financial planning to set your business on the right track for success.
  • Discover the hidden secrets behind understanding cash flow and how it can transform your business.
  • Learn how to navigate and mitigate risk factors in financial planning to protect your business's future.
  • Explore wealth management strategies and diversification to maximize your business's financial potential.
  • Foster open communication about money to strengthen relationships and create a thriving business environment.

Get Connected with Karen:

https://www.linkedin.com/in/karenboudewyn/

https://www.corewealthsolutions.com/

Visit www.calpeteclub.com for information on our next networking and membership opportunities.

  continue reading

75 episodes

Artwork
iconShare
 
Manage episode 386203308 series 3480544
Content provided by Calgary Petroleum Club. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Calgary Petroleum Club or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Karen Boudewyn, a financial planning expert, shares her inspiring journey on the Back to Business Calgary podcast. Growing up in a small town in BC, Karen's parents instilled in her an unwavering belief that there were no limits to what she could achieve. With her father's encouragement and her mother's compassionate nature, Karen learned the value of critical thinking, compassion, and a "can-do" attitude. These values have guided her throughout her diverse career in corporate finance, venture capital, and financial planning. Karen's approach to financial planning is akin to treating her clients like a project, finding solutions to challenges they may not even be aware of. She emphasizes the importance of open communication about money and the need to safeguard business owners from unexpected events. Through her expertise, Karen helps business owners make informed financial decisions, optimize their cash flow, and mitigate risks. Her commitment to understanding her clients' stories truly sets her apart, as she believes that money is a tool that can facilitate their goals and aspirations. Listeners are sure to be inspired by Karen's journey and her passion for helping others navigate the complexities of financial planning.

In this episode, you will be able to:

  • Unlock the power of financial planning to set your business on the right track for success.
  • Discover the hidden secrets behind understanding cash flow and how it can transform your business.
  • Learn how to navigate and mitigate risk factors in financial planning to protect your business's future.
  • Explore wealth management strategies and diversification to maximize your business's financial potential.
  • Foster open communication about money to strengthen relationships and create a thriving business environment.

Get Connected with Karen:

https://www.linkedin.com/in/karenboudewyn/

https://www.corewealthsolutions.com/

Visit www.calpeteclub.com for information on our next networking and membership opportunities.

  continue reading

75 episodes

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