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What is Financial Freedom?
Yo! What up! Perry Jeffries, Entrepreneur, CFO coming to you from the beaches of the Dominican Republic. People, what’s your definition of Financial Freedom? It’s such a broad concept and it’s sometimes hard to get your head wrapped around....
What Is the P.A.S.S. Program?
Hey Perry Jeffries here, the Entrepreneur CFO, coming to you with some valuable information. So, are you a small-business owner? If you are, I almost know for certain that you’re experiencing some pain. How do I know that? Because 70 to 80% of...
Entrepreneur Financial Checklist Training
The Entrepreneur’s Financial+Wealth Checklist The 15 Elements Your Business Needs To Create Wealth DOWNLOAD THE PDF Orelle J. Limitless Growth LLC “As my CFO, Perry has provided me with sound financial advice that was truly tailored to my needs and my...
Where’s Your Plan?
You can learn a lot by paying attention to people’s behavior at the gym. A person’s behavior at the gym may be indicative of how they also handle their finances. First let me start off by asking, “Do you think having a written plan is...
Understanding Stocks, Bonds, Protein and Carbs
Understanding Stocks, bonds, protein and carbs Welcome to Phy-nancially Fit. The goal of Phy-nancially Fit is to improve our collective Health and Wealth as a body. We believe that having all the RICHES in the world means nothing if you do not have your HEALTH. We...
How To Find A Financial Advisor – 7 Rules
In my 32 combined years of servicing clients I have found that so many people find themselves wondering who they should trust with regards to getting advice and services. With so many options and different opinions to try to comprehend, it is no wonder that so many...
What Is A Financial Plan
Do You Really Have a Financial Plan? So, it’s National Financial Planning Month! What a joyous time of year! But no, really. The holiday season is upon us. Thanksgiving, Christmas, Holiday Parties, Family Dinners, Travel and Spending. It’s no wonder that so many...
Why you should do a Mid-Year Review…
Mid-Year Review Can you Believe we are Half-Way Through 2018?!?! Its a great time for a Mid-Year Financial Review. A Mid-Year Financial Review Should Cover 6 Areas 1. Your Cashflow – Income vs Expenses 2. Your Insurances – Life, disability, etc. 3. Your...
Staying Healthy During A Crisis
So, I was recently asked to speak at the Ohio State Bar Association and cover the topic of how to stay Healthy During A Crisis. We had a great organic conversation on the topic. Here is what we discussed. 1. IDENTIFY THE CRISIS A crisis could be a health issue, losing...Click here to schedule a call with me!
