Small Business Coaches Orangeville ON

Work as Freedom. Work as Family. Work as Fulfillment. That’s the Sloan brothers’ manifesto, the core of their life plan , and it’s the bedrock of every endeavor taken up by the founders of StartupNation.

They define it as “your personal mission, your values, what drives you forward,” the flag that flies above an entrepreneur’s career. At least it should. To borrow a phrase, it works if you work it.

Charles Massimo, founder and president of CJM Fiscal Management in Garden City, N.Y., runs his wealth-management firm by four values: family, trust, loyalty and discipline. He went out on his own four years ago mainly because the big companies where he’d worked were lacking in all four.

“People are trusting their life-savings to me,” Massimo says. “I tell my clients no one’s going to care about their finances more than me. We treat everyone as family – people we work with as well as our clients.”

A solid manifesto takes time to create, Massimo continues. Essentially, it has to come from living life.

For him, the birth of triplets seven years ago helped define what his is all about. Two of them are autistic, with special needs, and Massimo brings into his business the idea that his clients also have people who depend on them.

“As things change in your life, parts of your manifesto are going to change,” he explains. “You always have to be aware of the true core values. Those have been with you your whole life, whether you recognize them or not.”

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