Own Your Ambition, Own Your Money Story: New-Year Reset for Entrepreneurs

Kick off 2026 by reconnecting with your money mindset and turning insight into action. We’ll identify your dominant money archetype, work through targeted reflection prompts, and then get practical: know your numbers, set up a Monthly CFO Day, and sketch a simple strategy for the next 90 days. You’ll leave clearer, calmer, and ready to move. This session will feature Aditi Kapadia, CFA, CFP founder of Wealth IQ.