Connacht Cash,
principal of Balancing Act,
is a
Certified Financial
Planner™ practitioner, author and commercial Realtor®. As
a Virtual CFO she brings twenty-five years of financial
experience to her clients' businesses and understands that
entrepreneurs need to balance their personal and
professional financial lives in unique and challenging ways.
Both advisor and mentor to her clients,
she creates value
for clients and keeps them on track to achieving their goals.
Her holistic approach recognizes that an entrepreneur’s
professional and personal finances require an integrative view
that keeps an eye on the whole financial picture.
She holds
Mortgage Broker and Real Estate licenses* and assists clients in
creating real estate investment plans, navigating the financing
of investment and commercial projects and identifying
appropriate properties.
A
self-proclaimed “serial entrepreneur”, Connacht brings the practical experience of a successful business owner to her
clients. She has owned and managed businesses in a variety of
industries, including advertising, architecture and importing.
Coupled with her
extensive knowledge of business planning, risk management,
taxes, investments, real estate, and asset protection
strategies, this on-the-ground experience brings needed
real-time expertise to her clients and helps them meet their
financial goals and grow their businesses or professional
practices.
In addition to
her Virtual CFO services, she consults as Owner’s Representative
for clients on commercial construction projects, to ensure that
the project Owner’s financial needs and deadlines are met.
Connacht’s
clients include physicians, retailers, restaurants,
manufacturers, authors, contractors and service businesses.
Author of
The
Medicare Answer Book, she has been featured in
The Wall
Street Journal and a variety of other newspapers and
magazines across the country. And she has been a frequent guest
on radio and TV programs nationally discussing financial and
Medicare issues.
She developed
her Teleclass modules to meet the needs of entrepreneurs
by bringing them together in a cost-effective way to learn
needed financial skills and to allow participants to engage in a
non-competitive and frank discussion about the business issues
they deal with daily.
A life-long
believer in giving back to her community, she has served on more
than a dozen non-profit and municipal boards and currently
serves as the Director for Pro Bono Services on the Gold Coast
Chapter board of the Financial Planning Association.
Additionally,
Balancing Act donates a percentage of profits to organizations
providing services to the local community.
