Lessons from Local Leaders:

Cortney Heykoop

Can wealth management be both a calling and a comfort? Our latest guest, the compassionate founder of Cloverleaf Wealth Strategies, doesn’t just believe so—they’re proof. A financial advisor with a golden heart, they’ve tailored their services to support families with special needs, inspired by their own child’s journey with autism. Throughout the episode, we unravel the personal narrative behind the firm’s creation, their steadfast navigation through the ebbs and flows of a global pandemic, and the resurgence of community connections as we emerge into a post-COVID reality.

Striking a balance between entrepreneurship and family life is no small feat, especially when your child has special needs. Cortney takes us through their evolution from the corporate realm to photography and back to finance, culminating in the conception of a firm that offers the flexibility that a parent in their situation so deeply requires. Selling a thriving photography business and weathering shifts in the finance industry, they share the profound importance of support systems, the gift of quality time, and the adjustments necessary for nurturing a special needs child, while also nurturing a burgeoning business.

Finally, we peer into the future, contemplating the longevity of a business and the legacy left behind. It’s about more than just financial planning—it’s about building a sustainable entity that can thrive beyond the original visionary. Our Cortney opens up about succession strategies, the cultivation of internal talent, and potential mergers, all while fostering a philosophy of embracing life’s challenges and finding joy in the now. This episode is an exploration of perseverance, planning, and the profound gratitude that comes with creating a business that not only serves the present but is poised to support future generations.

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