DON'T MISS THIS: Through Nov 30, you can get our fav freelancing tool, Hectic for $0 FOREVER. 😮 12+ Tools in one place including proposals, CRM, invoicing, calendar, client portal, and lots more. No catch. Never pay. Redeem Now »
In today’s episode, we’re in New York City to join Pamela Capalad, a certified financial planner who’s blended her expertise in financial planning with her passion for educating and serving people of color, while leading a hip-hop-based financial education for children as well.
You’ll hear how Pamela Capalad grew her business beyond $300,000 per year in short order, with a deeply satisfying ‘Brunch and Budget’ business that gives back to under-represented communities through financial education.
Pamela shares the details on her career path, how she ended up in financial planning and why brunch plays such a big part in her practice. She also give us her insights on the process of creating her own financial planning firm – Brunch & Budget – after noticing many of her colleagues were socializing with her to ask questions about budgeting, credit card debt and 401(k)s. But she didn’t stop there, she also runs the group financial coaching business, See Change Financial, and Pockets Change, the educational literacy program for children.
If you’re new to the industry or considering financial planning at any level, Pam’s story and experience will leave you inspired and help you see your own business in a whole new and creative way.
This episode of Freelance to Founder is brought to you by:
Gusto is an all-in-one modern solution for payroll and HR needs – that can help you scale up from Freelance to Founder. Listeners of this show can get a whopping 3 months of Gusto completely FREE by visiting millo.co/gusto
Subscribe for new episodes at freelancetofounder.com.
To listen to the full episode, click below or find the show in Apple Podcasts or wherever you get your podcasts.
Never Miss An Episode
We hope you enjoy season 6 of Freelance to Founder. If you do, please take a moment to leave an honest review and rating on iTunes.
Freelance to Founder is a production of Millo.
Keep the conversation going...
Over 10,000 of us are having daily conversations over in our free Facebook group and we'd love to see you there. Join us!