In this episode, certified financial planner Heather Banks of Willow Tree Wealth Planning shares how she helps individuals define what financial success really means to them and then build a personalized roadmap to get there. Drawing on 20 years of experience, Heather explains why comprehensive, customized planning matters, how relationships and trust drive her business, and why business owners often misunderstand the realities of “flexibility” when you’re the one holding the bag.

Heather talks candidly about giving herself grace as an entrepreneur, setting boundaries to protect family time, and using both in‑person and remote work to create a healthier balance. She discusses the power of surrounding yourself with the right team—financial planner, CPA, attorney, and business coach—and how client relationships and word-of-mouth referrals have fueled record growth for her firm. Listeners will hear practical advice on overcoming fear of success, staying on top of ongoing education, and taking the next step toward a clearer, more confident financial future.

Guest contact info:

heather.banks@prudential.com

www.willowtreewealthplanning.com

https://www.linkedin.com/in/heather-a-banks-cfp%C2%AE-chsnc%C2%AE-6a516b33/

https://www.facebook.com/Heather-A-Banks-Financial-Planner-at-Pruco-Securities-LLC-669710856515175/

Thanks for Listening. You may contact me or our team at https://billgilliland.biz/

All the best!
Bill

Please hit the subscribe button, leave us a 5 star review, and share this podcast. You can reach me at williamgilliland@actioncoach.com or at https://billgilliland.biz/

Defining Your Own Financial Success with Heather Banks