Connecting Dots 0.2

Connecting Dots 0.2

Welcome to Connecting Dots 0.2!

Following our first Connecting Dots event, which introduced the full Cashflow Quadrant and the journey of business ownership, Connecting Dots 0.2 is designed to go deeper, focusing on the self-employed stage, where most business owners spend the majority of their time.

This event is designed for self-employed professionals and business owners who are working hard but want more than survival; they want stability, structure, and a clear path forward. In a phase where time, income, and systems are often misaligned, Connecting Dots brings clarity to how the right strategy, structure, and capital create control and momentum.

Connecting Dots 0.2 brings together a team of experts to address the real challenges of self-employment, including:

• Investment Advisor Representative – to introduce long-term planning and the transition from earned income to invested income
• Deed Specialist – to provide guidance on property ownership, structure, and asset protection as income grows
• CPA – to support tax-smart decisions, cash-flow planning, and foundational financial clarity
• Certified Coach – to help owners shift from doing everything to leading with intention and systems
• Business Lender – to align banking tools, working capital, and financing with the self-employed growth stage

Together, they help connect time, income, and systems, so self-employed owners can move from constant effort to sustainable stability—and prepare for the next stage of growth.

Know what’s Happening Next — before everyone else does.

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