IAM1764 – Advisor Focuses on Financial Planning for Families

Podcast Interview with Cortney Heykoop

Why it was selected for “CBNation Architects”:

In episode IAM875 of the CEO Chat podcast, host Gresham Harkless interviews Cortney Heykoop, a financial advisor and founder of Cloverleaf Wealth Strategies. Cortney is passionate about financial planning for families in Loudoun County, Virginia, with a focus on the special needs market. Her passion for this market grew after adopting a special needs child 14 years ago and experiencing firsthand the isolation and lack of support parents felt as they struggled with daily challenges and complex issues.

In the interview, Cortney talks about the importance of having a trusted advisor when it comes to financial planning, especially for families with special needs. She shares her approach to financial planning for families, which involves understanding their unique needs and goals and creating a personalized plan to help them achieve financial security. Cortney also discusses the challenges of being a financial advisor and the rewards of making a positive impact on the community.

Cortney shares her CEO hacks and nuggets, which include networking and building relationships with other professionals in the industry. She also defines what being a CEO means to her, which involves being a leader, innovator, and problem solver.

Overall, the episode provides valuable insights into the importance of financial planning for families, especially those with special needs, and the role of a trusted advisor in helping them achieve financial security. Cortney's experience and passion for helping families make this episode a must-listen for anyone interested in financial planning or working with families in the special needs market.

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Cortney Heykoop Teaser 00:00

In independent living, whatever the case may be, those are always extremely difficult times. Having a resource there of people that get it, I always say sympathy is not the same as empathy, right? I can empathize with these parents. I know what it feels like.

Intro 00:19

Do you want to learn effective ways to build relationships, generate sales, and grow your business from successful entrepreneurs, startups, and CEOs, without listening to a long, long, long interview?

If so, you've come to the right place. Gresham Harkless values your time and is ready to share with you precisely the information you're in search of.

This is the I AM CEO podcast.

Gresham Harkless 00:46

Hello, hello, hello, this is Gresh from the I am CEO podcast and I appreciate you listening to this episode. If you've been listening this year, you know that we hit 1600 episodes at the beginning of this year. We're doing something a little bit different where we're repurposing our favorite episodes around certain categories, topics, or as I like to call them, business pillars that we think are going to be extremely impactful for CEOs, entrepreneurs, and business owners. Or what I like to call the CB Nation architects, those that are looking to level up their organizations.

This month we are focusing on knowing thy numbers. I could hear the phrases from Mr. Wonderful on Shark Tank, and if you understand or don't understand exactly what numbers is, think finance, economics, accounting, capital, investment, funding, bootstrapping, anything that's around numbers. So, We have to understand how important it is to know your numbers and how important that is for you to forecast, make decisions, and to be able to truly strategize around your business and do that successfully.

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Things are gonna be a little bit different, obviously, this month. So look for CEO hacks and CEO nuggets and interviews that focus around this. But more than everything else, make sure that you know your numbers because they're extremely important to the life of your business.

Hello, hello, hello, this is Gresh from the I AM CEO podcast and I have a very special guest on the show today. I have Cortney Heykoop of Cloverleaf Wealth Strategies. Cortney, it's awesome to have you on the show.

Cortney Heykoop 02:12

Thanks for having me. It's great to be here.

Gresham Harkless 02:14

No problem. Super excited to have you on as well. Before we jumped into the interview, I want to read a little bit more about Cortney so you can hear about all the awesome things that she's doing.

Cortney focuses on financial planning for families in Loudoun County, Virginia with a passion for the special needs market. This passion grew after adopting a special needs child 14 years ago. With the arrival of her daughter, she experienced first hand the isolation and lack of support parents felt as they struggled with daily challenges and complex issues.

The importance of a trusted advisor has never been more evident. Courtney works daily to be that trusted advisor and a resource for the families she works with within the community. Cortney, great to have you on. Are you ready to speak to the I AM CEO community?

Cortney Heykoop 02:56

I sure am.

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Dave Bonachita - CBNation Writer

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