Stalt Financial Introduces New Book: “The Business Owner’s Financial Playbook”

Stalt Financial, founded by Chris Ball, Dan Zech, and Catherine Toone, releases The Business Owner’s Financial Playbook. Aimed at empowering entrepreneurs with comprehensive financial planning, the book offers tips on diversifying wealth, exit planning, tax savings, and retirement. Visit www.staltfinancial.com or purchase on Amazon.

Troy, Michigan, United States – March 26, 2023 /MarketersMEDIA/ —

Stalt Financial, a comprehensive financial planning firm founded by Chris Ball, Dan Zech and Catherine Toone, is pleased to launch their new book: The Business Owner’s Financial Playbook: Why Your Best Short-Term Strategy Is Long-Term Thinking.

At Stalt Financial, the founders wanted to create something different from the typical product-centered financial industry. With this mission in mind, they set out to give business owners the resources they need in order to thrive financially. The Business Owner’s Financial Playbook was written with this goal in mind – to provide entrepreneurs with a comprehensive approach to financial planning. This way, they are able to gain more control over their financial futures and make sure their hard earned money is working for them.

The book features helpful advice such as tips on diversifying wealth, exit planning, tax savings, and supercharging retirement savings. Catherine Toone commented on the release: “We wanted business owners reading this book to feel empowered and capable rather than overwhelmed when it comes time for them to make financial decisions about the growth of their business or investments.“

To learn more about Stalt Financial go to www.staltfinancial.com or you can purchase the book on Amazon. 

About The Authors:

Chris Ball, ChSNC

Chris Ball is an experienced author, speaker, trainer and co-founder of Stalt Financial. Chris holds the Chartered Special Needs Consultant (ChSNC) designation and has a special passion for servicing families that have dependents with special needs.

Catherine Toone

Catherine “Cat” Toone began her career in the financial services industry in 2012 and spent several years gaining experience at firms in Auburn Hills and Fenton. Cat has her Series 65 license and her Health and Life license. She attended both MSU and U of M-Flint where she studied philosophy. 

Dan Zech, CEPA

Dan Zech worked in public accounting and internal audit roles for six-plus years before his passion for helping people prompted him to the field of personal finance. His experience with business owners inspired him to obtain the Certified Exit Planning Advisor (CEPA) designation to ensure owners transition from their business to their eventual retirement on their own terms. 

About Us: Stalt Financial’s guiding principle is that a sound financial plan is greater than the sum of its parts. Instead of focusing on the individual elements of your financial portfolio, we aim to create a strategic, comprehensive plan that will evolve with you and your family’s unique needs. By blending economic principles with visual simplification, we can help achieve a coordinated and integrated financial model, in which decisions can be tested and measured.

Education and plain language are central to our work as fiduciary advisors. Your ability to understand and feel good about the plan we collaboratively design is paramount to its success and will provide a framework for future financial decision-making.

Contact Info:
Name: Catherine Toone
Email: Send Email
Organization: Stalt Financial
Website: https://www.staltfinancial.com/

Release ID: 89092728

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