Hi, I am William Bissett. I work with families and small business owners to develop financial planning advice and solutions so they can find their balance in finances and life.
Over the years, I’ve seen some clients die too young. Some lived life to the fullest along the way while others waited for retirement. How do you plan for the unknown? How can families maximize all of life’s opportunities today yet be prepared for tomorrow’s equally, or possibly even more, exciting adventures.
In 2013, I started a software as a service (SAAS) business focused on helping families be better organized when a loved one passes away.
It taught me about success, failure, startups and angel investing. Failure and success are always great things to experience as they teach growth. Startups and angel investing aren’t popular in the wealth management world even today. But their role in our society are hugely important and expanding both in Charlotte has become a goal of mine.
Related Posts
About Julian TreasureJulian Treasure is a renowned author and international speaker on conscious listening, powerful speaking, and business sound. His five TED and eleven TEDx talks have been viewed more than 150 million times, including the sixth-most-viewed TED talk of all time. In addition,… …he has been widely featured in global media, from NBC’s Today
Read MoreAbout Harrison PainterAn esteemed leader in AI and marketing, Harrison Painter has devoted two decades to pioneering advancements in these fields. Starting with a keen interest in marketing dynamics, he led a startup to successful acquisition, demonstrating a deep understanding of market evolution… …Holding a Cyber Security degree and having developed AI courses for Blaizing
Read MoreAbout Jeffrey DeSocioJeffrey DeSocio – Digital Marketing & IT ExecutiveWith 25+ years of experience, Jeffrey DeSocio has built a reputation as a trusted leader in Digital Marketing and IT. From startups to Fortune 500 companies, he has successfully guided businesses through technology transformations, digital strategy, and internet marketing. Beyond the corporate world,.. …his entrepreneurial drive
Read MoreNathan Hirsch- Nathan Hirsch is a serial entrepreneur and expert in remote hiring and eCommerce. He is the founder and CEO of FreeeUp.com and the co-founder and COO of Portlight. Nathan started his eCommerce career on the Amazon Marketplace and successfully built a $7 million business within 4 years. After seeing the potential of using
Read MoreKate Riley- Kate Riley is the founder and director of KateRiley.org, a website addressing LIFE and DEATH issues. Kate is a certified death midwife, minister, educator, advocate, is the founder and director of KateRiley.org, a website addressing LIFE and DEATH issues. international story consultant and author. With twenty-five years working in the medical field, and
Read MoreJanice Lawrence-Clarke- Janice Lawrence-Clarke is the President and Creative Director of JLC PRoductions, and Founder of CAFE – Caribbean American Fashion ExchangeTM, a program aimed at joining fashion design talent and U.S. markets, and through which she has established the CAFETM Scholarship Fund at the Fashion Institute of Technology (FIT). The CAFETM Scholarship is to
Read MoreNathan Keegan- Nathan Keegan:- Responsible for the Operational oversight of 16 adult neurology practices spread out over 9 different divisions of the Department of Neurology. Also maintain Financial oversight of 8 divisions operating within the Outpatient Clinic. Over 150 clinicians generating more than 40,000 visits annually. – Budgetary responsibilities of over $15 million annually. –
Read MoreWin Charles- Born with Cerebral Palsy, Win Charles has defied the odds by becoming an author. Her memoir I, Win is an amazing story of how she remembers her life through the years of having a condition called “CP”. As a competitor in the Kona IronMan Triathlon, CEO of her own jewelry design company, and
Read MoreAbout Sami AaronsWith 18+ years of experience in change management and 16 years as a Chief Operating Officer, I have successfully led 50+ mergers and acquisitions and spearheaded dozens of business turnarounds. As a seasoned executive and fractional COO, I specialize in business transformation, operational excellence, and leadership development, helping companies navigate complex transitions and
Read MoreThe Goal 1001 #12minconvos in 12 weeks starting from January 12th to April 2019 , with AMAZING people from all over the world.Day 32 thoughts ?Today is Tuesday, 12th June, 2019. A goal helps you to achieve focus. I would reccomend it to anyone. You do not neccesarily have to speak to 1001 people in 12
Read MoreDavid Dachinger’s music has been heard by over 2 billion people on CBS broadcasts of The Super Bowl… /Ep 2870 David is a composer who has scored inspiring music for America’s most celebrated sporting events and television shows. Over 2 billion people have heard his music on CBS broadcasts of The Super Bowl and several popular TV shows,
Read MoreLynne Wadsworth- Lynne Wadsworth, a graduate of the Institute for Integrative Nutrition in New York, is an AADP Certified Holistic Health Coach, Holistic Health Coach and Certified Wellness Cooking Instructor. She is the owner of Holistic Health & Wellness, LLC. She is passionate about helping people reach sustainable health and fitness goals. Lynne specializes in
Read More