5 Key Professionals You Need on Your Team
You’re building your business, and it’s time to assemble your dream team. Here are five few key players you need on your team and why.
1. CFP
We are the OGs of personal finance. We are well versed in taxes, insurance, estate planning, employee benefits and they have the 4 E’s: Experience, Education, Exam, Ethics
2. CPA
They’re the OGs of taxes. They keep Uncle Sam and your tax returns happy. No, I’m serious. There is so much going on with tax laws right now.
3. Bookkeeper
Numbers don’t lie… and neither do bookkeepers. They give you the real on your business finances so you know how to pivot and grow your empire.
4. Business Attorney
They know the law. They can help you with your business structure, get the right documents in place and most importantly, they help you not break the law or get sued.
5. Friend
There are some up days and down days, and you are going to need a friend that will remain your cheerleader at all times.
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About the Host
Rianka R. Dorsainvil
Rianka R. Dorsainvil, CFP®️ is the Co-Founder and Co-CEO of 2050 Wealth Partners a virtual, fee-only comprehensive financial planning firm dedicated to serving first-generation wealth-builders, entrepreneurs, and thriving professionals. Rianka also hosts 2050 TrailBlazers, a podcast aimed to address the lack of diversity in the financial planning profession by engaging industry experts and leaders in conversation.
As an award winning successful, millennial Certified Financial Planner professional, Rianka offers a unique perspective not only on the current state of the financial service industry, but on how to stay relevant in an ever-changing world.
Rianka serves as a member of CNBC’s Digital Financial Advisor Council and CFP Board’s Diversity Advisory Group, is a Forbes Personal Finance Contributor, and has been recognized for her accomplishments and leadership within the industry by leading publications and organizations such as Investment News’ inaugural 2017 Women to Watch Rising Star and Wealth Management’s Ten to Watch in 2018. She has been published in PBS NewsHour, Forbes, USA Today, Black Enterprise, CNBC, Women’s Health, and more.