Virtual Event

Creating a First-Year Budget New RIA Owners Can Stick To

Mar 6, 2024 @ 10 AM PT / 1 PM EST

This webinar is essential if you plan to launch a fee-only independent financial planning firm—or are struggling in your first year to stick to your budget and need course correction. There are a lot of challenges that your first year as an RIA owner can pose for you. Creating and maintaining a realistic budget doesn’t have to be one of them. 

Join XYPN Executive Business Coach, Maddy Roche for in-depth guidance on this crucial subject as she provides tools and actionable steps to:

  • Actualize XYPN’s Budget Templates in a way that works for your unique situation with accountabilities, milestones, and benchmarks
  • Set realistic expense and revenue projections
  • Learn how to prioritize expenses and spend wisely 
  • Translate your 1st-Year Budget into a "Runway I need to launch" equation
  • Determine when it’s time to re-forecast and how to make adjustments 
  • Use projections to decide if a side hustle makes sense as you transition from employee to being your own boss
  • Evaluate the viability of launching with and without partner/spousal support—and considerations like health insurance to keep in mind

This is a can’t-miss webinar for anyone interested in learning how to make it possible to launch and run their RIA. With the right tools and guidance, you’ll set yourself up for success and remove angst from what can be one of the most stressful parts of going independent!

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