Financial Clarity for Holistic Entrepreneurs
Schedule
Tue, 23 Sep, 2025 at 11:30 am
UTC-05:00Location
Blue Mesa Grill | Addison, TX
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📢 Join us for our Lunch & Learn at Blue Mesa Grill in Addison. Come hungry and ready to connect!Financial Clarity for Holistic Entrepreneurs
In this engaging 30-minute session, Jose will break down how holistic entrepreneurs and small business owners can simplify money management and build financial confidence.
What You’ll Learn:
How to use the 4-3-2-1 Budgeting Method to simplify your money management
Practical steps to reduce financial stress and improve cash flow
Key insights into tax preparation and smart business financial strategies
How to create long-term stability while leaving space for growth and legacy
This Lunch & Learn will provide you with actionable tools and insights to strengthen your financial foundation, so you can focus on growing your business with clarity and confidence.
About Our Speaker
Jose Martinez is the Founder and Chief Financial Strategist of Martinez Financial Group Strategies LLC (MFG), a Dallas-based firm specializing in money management, bookkeeping, tax preparation, and fractional CFO services. He is the creator of the 4-3-2-1 Budgeting Method, a proven framework designed to help individuals and business owners build wealth, scale strategically, and achieve long-term financial success.
🔗 Follow Jose: Instagram – @mfg_strategies
Agenda:
11:30 - 11:40 AM: Sign-In & Network
11:45 AM: Welcome
11:50 AM: Introductions
12:10 - 12:50 PM: Program, Q&A
12:50 - 1:00 PM: Wrap-up
Bring your business cards and note-taking materials!
🎟️ Cost:
Members & First-Time Guests: Free
Repeat Attendees: $15
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Where is it happening?
Blue Mesa Grill, 14958 Montfort Dr,Addison, Texas, United StatesEvent Location & Nearby Stays:
