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Watch: Learn the fundamentals of financial planning for independent professionals

Written by Outsized | 9/16/24 8:00 AM

                                                           

Financial freedom is one of the biggest reasons professionals choose independent work. But with that freedom comes the responsibility of managing irregular income, planning for taxes, preparing for retirement, and building long-term financial security.

In this practical workshop, certified financial planner Liana Ahrens Teixeira shares the essential financial planning principles every independent professional should understand. Drawing from her own experience as an independent consultant and business owner, she explains how to separate business and personal finances, manage cash flow, budget effectively, prepare for uncertainty, and build wealth over time.

Watch the full recording here:

 

What you'll take away from the session:

  • How to structure your finances by separating business and personal income

  • Practical budgeting and cash flow strategies for managing irregular income

  • How to pay yourself consistently while growing your business sustainably

  • The importance of emergency funds, retirement planning, and long-term wealth building

  • How to manage taxes, business expenses, and financial records more effectively

  • Investment fundamentals, diversification, and choosing savings strategies that fit your goals

  • Key insurance and risk management considerations for independent professionals

  • How financial planning supports long-term business growth and career sustainability

Rather than focusing on complex investment theory, this session provides practical frameworks and habits that help independent professionals create greater financial stability while growing their businesses.