Allie Miller helps entrepreneurial women design their ideal financial future with The Miller Financial Group

Please share a brief introduction about yourself and your business

I'm Allie, a Certified Financial Planner®, fiduciary advisor, and co-founder of Wealthy Woman Blueprint™ a program created for entrepreneurial woman to design and implement their personalized, data-driven plan to create their ideal financial future. I'm also a second-generation partner (alongside my dad) of our family firm, The Miller Financial Group.

Who are your customers?

I work with ambitious women: entrepreneurs, creatives, and CEOs who are ready to align their money with their mission and build wealth guided by their goals.

What made you take the leap to start your own business?

I was lucky enough to know I wanted to be a CFP and to join my father prior to going to college!

Did you always know you wanted to be an entrepreneur?

Yes - started my first business at age 14

What is the biggest challenge you have encountered along the way so far and what have you learned from it?

One of the biggest challenges I’ve faced so far is lead generation! I've learned to be clearer about who I help, how I help, and why it matters. The more I’ve leaned into telling my real story and speaking directly to the women I created Wealthy Woman Blueprint™ for, the more things have clicked.

What accomplishment are the most proud of to date in your business?

The launch of WWB™ and helping woman plan for their future

What's next for your business? What can we expect to see over the next few years?

I hope to stay the course and continue growing!

What is your approach to work-life balance / integration?

I live on the road so I can tap into my love for travel and nature more easily!

What is your favorite business tool or solution and why?

My CRM or our proprietary financial planning software!

What advice do you have for aspiring Entreprenistas?

Start early!

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