Helping Entrepreneurs and Creatives Achieve Financial Clarity and Peace of Mind ft. Carter Cofield, CPA – PB143

Today on the show we welcome Carter Cofield, the Owner & Lead Advisor of Cofield Advisors LLC, to talk about entrepreneurship and financial independence.

He’s a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS) who has dedicated his career to helping entrepreneurs and creatives achieve financial clarity and peace of mind.

Services like Business Advisors, Financial Advisors, and Accountants are all under one roof, making Cofield Advisors a one-stop shop for all financial services. Their mission is to save entrepreneurs time and money by providing tax planning and financial planning guidance year-round.

In this episode, you’ll hear Carter talk about ditching his 9-5 to start his own business, the importance of financial independence, and how you can achieve success through consistent action.

Show Highlights:

  • Discovering your Why
  • How Carter found his mentor
  • “Why do we need to derive purpose from work?”
  • Taxes are everyone’s #1 expense
  • From 9-5 to entrepreneur
  • Burning those safety bridges so there is no Plan B
  • The first step to making a million dollars… is believing it’s possible
  • Retirement vs Financial Independence
  • Ethical advice when it comes to finances
  • 5 Things I Wish I Knew Before I Started My Business
  • Battling with Imposter Syndrome-Courage through Action

Key Takeaway: Your mindset is the foundation for your success with money. When you start taking pride in what you do, how you bring value to others, and all that you can achieve, wealth will be inevitable.

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