Emily Boothroyd: Legacy of a Holistic Financial Planner and Wealth Manager

10/12/23 • 30 min

Yvette speaks with Emily Boothroyd who is a certified financial planner and private wealth advisor with a background as an estate planning attorney. Yvette agrees with Emily that having an estate planning background supports a holistic approach to financial planning. Their conversation will benefit anyone looking to secure their financial legacy.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to affect some of the strategies. Investing involves risks including possible loss of principal.

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Dawn Bloomer: Legacy of a Business Strategist

Dawn Bloomer was a veterinarian who later became a professional business strategist and consultant. Yvette talks with Dawn about how she specializes in helping professionals and entrepreneurs leverage their strengths to achieve sustainable peak performance. Dawn is the founder of “Productive Pressure," which represents a philosophy and method that balances the drive for success with a safeguard against burnout. Dawn was able to garner her wisdom through her experiences in nurturing her veterinary practice then spearheading growth of her veterinary practice and finally in orchestrating the successful acquisition of her veterinary practice.

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