As a single woman with 2 four-legged children, I knew I wanted to document "guardianship" for my fur-babies in the event of my unfortunate demise. But what about the rest of my "stuff"? How was I supposed to document my wishes for my siblings, nieces, nephews, closest friends and charities close to my heart? Would a will or trust take care of the needful?

No matter how high your salary, successful your business is, or big the windfall – is it enough to create lasting wealth? How about generational wealth?

If your goal is to have enough to live the life you want and pass down wealth to provide ongoing security for your family, what do you need to think about besides money?

Worrying about money is a joy-stealer - and it's a time and focus stealer. Employees with worries or concerns about money are not 100% focused on their jobs while they're at work.

The planning required to ensure that the business will be a source of wealth over the long term can take time and effort. For women-owned businesses, there is an additional level of complexity as women’s financial journeys follow a different trajectory.

Have you aligned your actions to build wealth to the stage of life you’re in right now?

What I learned trading $20,000 in options and shifting to goals-based investing.

A Personal Financial Plan for Entrepreneurs’ Success