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Monday, September 22, 2025
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Chad Willardson | Co-Founder, Board Member at GravyStack | Fintech Finance

About Chad Willardson

http://gravystack.com/
I help 7- and 8-figure income entrepreneurs remove stress and live a lifestyle of total financial freedom. If you’re in that group, you might relate to these issues: 1. You’re very busy growing your business 2. You pay a ton of taxes 3. You own many investments in different places 4. Your financial life isn’t perfectly coordinated 5. Many people depend on you We help you solve these issues, giving you more time and money to focus on whatever you love. You might be skeptical of “financial advisors” and it’s probably warranted. Our industry is full of people who seem the same and make the same promises to clients. Here are 5 ways I am different: 1. I created and trademarked The Financial Life Inspection® (featured in the WSJ) 2. I am an elected official entrusted to manage $430 million of investments for taxpayers 3. I eat my own cooking, investing in the same strategies we recommend to clients: stock portfolio, real estate, private equity, and private business ventures. 4. I am a Certified Financial Fiduciary® and so is everyone on my team. 5. I wrote two Amazon #1 best-selling books, “STREES-FREE MONEY” and “SMART, NOT SPOILED.” Stop settling for mediocre advice/service from the financial people in your life. Get unbiased advice from someone who will discuss wealth and business strategies from personal experience instead of just from theory. Let’s talk- SCHEDULE A GOALS CONVERSATION® by going to ➡️ www.goalsconversation.com ⬅️to choose a time that works for you.

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