Three Cords Approach

Balance Your Business, Balance Your Life


It’s hard enough trying to run a business, support your family, and take care of yourself. The hardest part is balancing all three. But what if you could combine those three areas of your life to make each one stronger?


In Three Cords Approach to Life and Wealth Management for Business Owners, Rocco Carriero―MBA, CRPC©, APMA―shows that just like a strong cord made of three smaller, braided cords, your life is strongest when all three aspects of it―family, business, and self―are interwoven.


Rocco delves into the many responsibilities an entrepreneur needs to manage if he or she wants to be fulfilled, both professionally and personally, including taking care of your health, balancing work and life, building a retirement portfolio, and estate and legacy planning. Rocco hits on every major part of planning it out. From your business exit plan to developing strategies for eldercare, Rocco starts with the moment you ask yourself: What’s next in life?


By sharing his journey―from learning the ropes of business in his dad’s tailor shop as a kid to tailoring multi-million dollar portfolios for clients―you will learn the steps to striking the perfect balance in your life, one cord at a time.