Donna Skeels Cygan's guest appearances

Donna Skeels Cygan

Financial Advisor Success

Inspirational Women

Liz Davidson

Lora Shahine

JJ Virgin

Susan Wise Bauer

Hilary Hendershott

Jeff Rose

Laura Gassner Otting

Teri Secrest

Nora Gedgaudas

Melissa Hartwig

Michael Kitces

Nancy Pearl

Susie Herrick

Vanessa McGrady

Andy Schwartz

OwlTail

Donna Skeels Cygan, the President of Sage Future Financial, joins the show to discuss how she runs a firm overseeing nearly $90 million in assets under management and still maintains a work-life balance. After building her first successful firm, Donna decided to sell it and come back three years later to start over again, this time building a much more deliberately-crafted schedule that’s intended to only ever have 40 affluent clients. In this episode, Donna shares her journey in building her first and second advisory firms, as well as how she decided which clients she wanted to bring to her second firm when starting up again. You’ll learn about her process and the tools she uses, how she employs a virtual assistant to maximize her time with her clients, and why she has no concerns about her ability to remain competitive as a stand-alone solo advisor. For show notes and more visit: https://www.kitces.com/129

Donna Skeels Cygan, the President of Sage Future Financial, joins the show to discuss how she runs a firm overseeing nearly $90 million in assets under management and still maintains a work-life balance. After building her first successful firm, Donna decided to sell it and come back three years later to start over again, this time building a much more deliberately-crafted schedule that’s intended to only ever have 40 affluent clients. In this episode, Donna shares her journey in building her first and second advisory firms, as well as how she decided which clients she wanted to bring to her second firm when starting up again. You’ll learn about her process and the tools she uses, how she employs a virtual assistant to maximize her time with her clients, and why she has no concerns about her ability to remain competitive as a stand-alone solo advisor. For show notes and more visit: <a href="https://www.kitces.com/129" rel="nofollow" target="_blank">https://www.kitces.com/129</a>

Ep 129: Building The Lifestyle Practice Of Your Dreams By Selling Your Firm And Starting Over with Donna Skeels Cygan

Donna Skeels Cygan is a certified financial planner and author of the book: The Joy of Financial Security. She has a fresh approach, a different way to thing about budgets, that is to think about a savings plan. This feels more proactive, that we are taking care of us.  www.joyoffinancialsecurity.com

Donna Skeels Cygan is a certified financial planner and author of the book: The Joy of Financial Security. She has a fresh approach, a different way to thing about budgets, that is to think about a savings plan. This feels more proactive, that we are taking care of us. <a href="http://www.joyoffinancialsecurity.com" rel="nofollow" target="_blank">www.joyoffinancialsecurity.com</a>

1-14-18: Donna Skeels Cygan, Certified Financial Planner, author "The Joy of Financial Security"

12-13-15 - Donna Skeels Cygan by Warm1069

12-13-15 - Donna Skeels Cygan