BQE CORE + OFF THE BEATEN PATH FINANCIAL PRESENT
Integrating Business & Personal Finances for AEC Firm Owners
Tuesday, February 25th, 2025
2pm ET | 11am PT
Integrating personal and business finances can feel overwhelming and lead to inefficiencies or missed opportunities. In this session, expert financial advisor Ryan Sullivan, PE, provides a roadmap for assessing where you stand, balancing goals, and creating a clear system for managing and tracking finances effectively. Gain clarity and control to ensure both your business and personal finances work in harmony.
By the end of this session, you will learn how to:
1
Assess your financial position and evaluate your current personal and business financial metrics.
2
Balance business and personal financial goals, aligning professional success with personal aspirations, like retirement and lifestyle goals.
3
Create a system to separate and track finances by developing structured processes to manage cash flow and expenses across personal and business accounts.
4
Monitor progress through financial tracking and utilize tools to track and adjust financial plans as needed.
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Did you know that you can receive one LU for this course?
Ryan Sullivan, PE
Founder & Lead Financial Planner, Off the Beaten Path Financial
LEARN FROM AN EXPERT
Ryan Sullivan, PE, is the founder and lead financial planner of Off the Beaten Path Financial. Starting his career as a mechanical engineer, he built an engineering department from the ground up before starting his financial planning firm. His focus is on helping architects and engineers build, grow, and use their wealth to accomplish their biggest dreams. He believes cash flow is the foundation of a strong financial position, and helps his clients make sure their money is aligned with their values by building systems that provide peace of mind, financial clarity, and ultimately better decision making. With a precision-driven approach, Ryan blends engineering rigor with calculated risk-taking, ensuring stability while empowering clients to confidently pursue financial abundance.
ABOUT THE SERIES
Leveraging Your AEC Firm for Personal Wealth and Financial Abundance
This 6-part series guides AEC leaders through a journey of financial transformation, highlighting the importance of integrating business success with personal, long-term wealth creation. Founder & Lead Financial Planner of Off the Beaten Path Financial, Ryan Sullivan, PE, leads the conversation on the fourth Tuesday of each month, doling out valuable insights and actionable strategies.
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ABOUT BQE: A PROUD HOST OF THIS WEBINAR
BQE CORE is the award-winning firm management software, created by architects for architects, that project-based firms trust to run their operations for better project outcomes, and more profitable futures. Their fully integrated suite of intuitive tools with 24/7/365 support provides back-office automation to power front-office insights, making firm management more agile, informed, and data-driven. Learn more at www.bqe.com.