EXCLUSIVE TRAINING FOR BUSINESS OWNERS
Our proprietary financial planning process is available to solo entrepreneurs who generate at least $250,000 in revenue and
business owners with employees who generate between $500,000 and $10,000,000 of revenue.
Colin B. Exelby, CFP® is the founder of Celestial
Wealth Management. He writes the personal finance blog See The Forest Through the Trees. Mr. Exelby
has been helping clients build their Yellow Brick Road toward financial freedom for over 20 years.
*Award based on 10 objective criteria associated with providing quality services to
clients such as credentials, experience, and assets under management among other
factors. Wealth managers do not pay a fee to be considered or placed on the final list
of 2015, 2016, 2017, 2018, 2019, 2020 and 2021 Five Star Wealth Managers.
Can you relate to any of these common problems many business owners are facing today?
If you have struggled to keep more of what you make and build wealth outside your business, it’s not your fault.
Many of the business owners we work with have been in your shoes. They came to us knowing how to generate money, but many had never learned how to keep it, control it, and grow it. They grew frustrated with the “old formula,” so we decided to fix it.
We developed this training in response to the lack of success many business owners had working within old, outdated financial strategies.
Most entrepreneurs are living month to month. It may be good living, but it is still month to month. The COVID-19 virus has exposed cracks in many people’s financial foundations. One of the ways to fix the foundation is to rethink one part of the old, outdated formula. You know the one…
On the surface, the formula makes sense. Sell as much of your product and service as you can. Subtract what it costs you to sell the product and what you have leftover is profit. Here’s the problem…there are rarely leftovers.
What if you challenged conventional thinking and reversed engineered the formula? What if instead of trying to “grow into profit” you paid yourself first?
Your brain starts to look at profit differently. Now it isn’t a leftover, it’s a goal. We help business owners implement new formulas to keep more money, grow more wealth, and build a legacy.
Our goal is simple: Empower business owners around the country to build their Yellow Brick Road toward prosperity and financial freedom.
If you’re a successful business owner looking to build your Yellow Brick Road this is YOUR opportunity.
We invite you to check out the 35-minute training, 5 Pivots to Make Now to Build Wealth, Minimize Taxes, and Keep More of What You Earn.
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Through this policy and its underlying procedures, Celestial Wealth Management attempts to secure the confidentiality of customer records and information and protect against anticipated threats or hazards to the security or integrity of current and former clients’ records and information. We want you to know what information we collect and how we use and safeguard that information.
We collect certain nonpublic information about you (“Customer Information”). The
essential purpose for collecting Customer Information is to allow us to provide advisory services to you. The types of personal information we collect and share depend on the product or service you have with us. This information can include:
We restrict access to your nonpublic personal information to those employees who need to know that information to provide products or services in furtherance of the client’s engagement with Celestial Wealth Management. We maintain physical, electronic and procedural safeguards that comply with applicable federal or state standards to protect your nonpublic personal information.
We collect your personal information, for example when you
We may disclose the client’s information for our everyday business purposes:
If you have questions about this privacy notice or about the privacy of your customer information call (443) 438-7211 or visit http://www.celestialwm.com and ask to speak to the Chief Compliance Officer
If you are trying to find the path toward keeping more of what you make, increasing your net worth and build a legacy don’t miss out.