How a Financial Advisor Can Support Interior Designers

Oct 11, 2020

113: How a Financial Advisor Can Support Interior Designers

WITH BRAD CLINARD

With me on the podcast today is Brad Clinard of High Point Financial Design located in, you guessed it, High Point, NC. Brad’s firm supports interior designers in the journey to financial independence. We will talk more about what financial independence means, the building blocks to creating this, and how Brad’s firm differs from others. You will easily see the connection as well as the overlap between your business financials and family financials. Lot’s to consider with this topic. Enjoy! 

Topics Mentioned:

• Financial Independence

• Intentionality

• Communication Style

• Trusted Relationship

Key Thoughts:

• How would you define financial independence? Michele (08:09) 

• A roadblock for designers not being willing to work with a financial planner Brad (17:50) 

• What do you need in your home? What do you need to bring in for lifestyle congruent? Michele (28:38) 

• It's good to stay on top of those things and to have an advisor who reminds you Michele (36:12)

• So in business, we ask what is your why? What are your values? Now let's look at the finances 

  Michele (50:40) 

Contact Michele:

• Email: [e-mail]

• Facebook: Scarlet Thread Consulting

• Instagram: @ScarletThreadATL

Contact Brandi:

• Website: HPFinancialDesign.com

• Instagram: @brad.clinard

• Email: [e-mail]

References and Resources:

• The Designers' Inner Circle - Become a Member Today