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How to Not Go Broke Building a 7-Figure Business (Hint: It’s Time to Think Bigger)
Wednesday May 14, 2025 1:00pm - 2:00pm MDT
Boulder Library
Most founders reinvest everything they earn back into their business. But are you most founders?
That strategy probably got you here—profitable and building momentum. But at this stage, continuing to put everything into your company could actually be holding you back.
In this interactive session, Truly Aligned Wealth Management and Green Century Mutual Funds will help you zoom out and rethink what it really means to build wealth as a founder. Because thinking bigger means creating a financial life that gives you the freedom to choose your next move—not be forced into one.

You’ll learn how to:

• Create financial stability that protects you and your family—regardless of what happens with your business
• Clarify your personal goals (because your vision deserves space too)
• Invest intentionally in causes and companies you believe in, without having to research every stock yourself

We’ll guide you through a personal goal-setting framework, share real-world stories from other founders, and leave you with a practical worksheet you can actually use—without taking your eye off your company.
Includes a guided worksheet and a fresh perspective on what’s next for you and your wealth. When your personal wealth is aligned and intentional, you gain the power to lead, exit, or evolve—entirely on your own terms.

About the Speakers

Truly Aligned Wealth Management is a Boulder-based independent firm that helps founders create financial lives that feel as good as they look on paper. Through values-based planning and intentional strategy, they empower entrepreneurs to grow wealth beyond their business—bringing more clarity, freedom, and alignment to the lives they’re building.

Green Century Mutual Funds offers environmentally responsible investment options designed for people who care about growing their money and making a difference. With a long-standing commitment to sustainability and shareholder advocacy, they help investors support companies working toward a healthier planet and a more just economy.
Together, we’ll explore how to build wealth that reflects your values, supports your vision, and creates the kind of future you actually want to live in.
Session Facilitators
avatar for Truly Aligned

Truly Aligned

Wealth Advisor & Founder, Truly Aligned
At Truly Aligned, we go beyond traditional financial services to offer personalized, concierge-level wealth alignment. Our goal is simple: to help you align your wealth with your life’s purpose, ensuring clarity, confidence, and lasting impact.Co-founders Erin and Maximilian are... Read More →
Wednesday May 14, 2025 1:00pm - 2:00pm MDT
Boulder Library 1001 Arapahoe Ave.
  Workshop

Attendees (26)


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