Less Confusion,

More Clarity

You have the money, but are you being strategic with the money you’re making?

Discover how to have clarity and be smarter with your profit with the Financially Smart Business book by Felicia Lee.

Am I Financially Okay?

You have worked hard over the last number of years, and finally, you are no longer in survival mode. Your business is doing well, and you’re grateful that there is enough to pay yourself consistently and the balance in your bank account seems to be growing.

And yet, in the back of your mind, you’re not completely sure if you understand all your finances.

You wonder if you are being strategic about the money you’re making.

You may already have some advisors helping you with your taxes, investments, or insurance. However, none of them are talking to each other and you’re left to figure out how to tie together all the advice you’re given. But you were never taught how.

The Financially Smart Business book is what you need to get you to the next level.

In Financially Smart Business, you’ll discover:

  • Which advisors to have on your team
  • How to manage your cash flow
  • What to provide for your loved ones
  • How to build surplus to fund goals
  • Financial structures to guide decisions
  • How to align finances to your vision
  • And much more …

In Financially Smart Business, you’ll discover:

  • Which advisors to have on your team
  • How to manage your cash flow
  • What to provide for your loved ones
  • How to build surplus to fund goals
  • Financial structures to guide decisions
  • How to align finances to your vision
  • And much more …

About The Author

Felicia Lee

BASc, MBA, CFP®, CKA®, CLU, FEA, CEPA

Felicia helps business owners, incorporated professional and their families be strategic about their profit. Previously, she spent 6 years as a business coach to over 200 business owners who grossed between $200K – $5M. This gave her a front row seat to noticing how making money doesn’t always translate to keeping the money.

Her engineering background trained her to analyze, evaluate, and create solutions, while her warm, coaching approach helps clients clarify and navigate to their big picture. She lives in beautiful Vancouver, BC with her husband, two teen daughters, and Cooper, their chill Havanese doggie.

Praise For Felicia Lee

“Loved how practical and clear this book is. Financial planning is a complicated topic (in my mind), Felicia did an amazing job simplifying all the steps that involve in creating a roadmap for running a financially smart business. This is a must-have for an entrepreneur’s bookshelf.”
Helen Stepchuck
Cucumber Marketing Inc.
“This book is for business owners and addresses the questions that, as a business owner, I have — and don’t know “how to ask” or “who to ask”? And to be frank, embarrassed to ask because part of me feels like I should know better. I love the real-life stories, examples and anecdotes in this book it kept me engaged all the way through.”
Audrey Kwan
AJK Consulting Inc.
“This book is a must-read for new and established business owners. Felicia’s unique perspective and expertise creates a comprehensive blueprint for business owners and leaders to make informed decisions and better choices when it comes to creating a financially smart business by design.”
Michela Quilici
MQ Consulting and Business Training, Inc.
“I can sleep peacefully at night knowing that our finances are in order and we have a solid retirement plan for the future.”
Dat Wong
DW & Company, CPA
“I have felt extremely well supported with the guidance and expertise that Felicia has been able to provide. I have learned an incredible amount from her and I have felt very empowered to make educated decisions for myself and my business.”
Silvana Echeverri
Kids Physio Group
“Felicia has shown us how to prepare for our retirement as it approaches and also helped us with our purchase of our home on Vancouver Island. We would highly recommend Felicia to anyone who is looking for a financial planner.”
George and Patti Martin
Well Balanced Design

Start Your Journey Now Towards

Financial Clarity