Ready to own your profitability! In this dynamic session, Natasha Palmatier, CFP®, will walk you through the Profit First framework designed to empower your business’s financial health.

Key Takeaways:

• Prioritize profit so you can build a secure, financially confident future
• Implement the Profit First method as a foundation for long-term planning
• Manage your expenses smartly while scaling up
• Create a cash-flow system that fuels your retirement and legacy goals
• Take immediate, actionable steps to transform your business’s bottom line

Natasha Palmatier, CFP®, AAMS®, is the Founder & President of Sunstone Wealth Management at Raymond James, and a dedicated wealth advisor with over a decade of experience. Natasha has spent years helping clients pursue their full financial potential through tailored strategies and clear communication. She’s deeply committed to guiding women entrepreneurs toward financial clarity, stability, and freedom.