The Entrepreneur’s Financial+Wealth Checklist

Sylvia C.
Assistant Coach, North Carolina Tarheels I-Coach

“Perry Jeffries has been my CFO for over 10 years. We met during my transition from professional basketball in the WNBA to collegiate coaching. On our first meeting, he took time to explain, in layman’s terms, what I needed to know to take the first step to maximizing my capital gains, improving my net worth, and living financially free. Throughout the years, Perry has met with me regularly to assess my risk tolerance and to review my portfolio. Today I am debt free and living the financially free lifestyle that Perry discussed with me in our initial meeting.”

Sara Jacobowitz
Hands On Therapy

“I did pretty well for myself with not really knowing what I was doing. My dad Always said to put money aside and save for my future and retirement especially since I am an entrepreneur. I went to my bank and said “I’m not sure I know what I am doing but please set up a retirement account for me. They could have talked to me in a foreign language, but Perry sat me down and explained to me what I should be doing with each account and he made it simple to understand.”