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8 Figure Agency

Jordan and Taylor

Scale your agency without working 14 hour days
N8 Ventures - Case Study - Jordan and Taylor - Santa Monica

Client Background

"I'm the founder of Eight Figure Agency. We're a consultancy that helps digital marketing agencies scale. I went to Nate for support around my finances and my financial planning because I'm married, I have a family, and I really wanted to know that no matter what happens to me, my wife and my family is going to be taken care of. How can we actually start building a strategy to be more intentional with what we do with our finances? Nate has been really helpful for what he calls the defense, really just around financial security, making sure that if something were to happen, my family is okay, and then offense, making sure we have effective financial plan."

"Working with Nate, I was just really excited to bring a lot more intentionality into my financial planning for both my business and my personal life."

Jordan Ross
and
Taylor Ross
N8 Ventures - Case Study - Jordan and Taylor - Jordan Ross Founder 8F Agency
Why did you choose N8?

When I was making the decision to work with someone for my financial strategy and planning, I only went to Nate. And the reason? Simple. I had worked with him in a professional setting before. And I think the number one thing I really cared about is does this person have the skills and knowledge to really take care of me? But then, number two, can I trust them? And I trust Nate with my life. I did not even consider going to anyone else.

What did you learn?

One of the biggest insights I gained from Nate was what you can do from a defensive perspective for insurance inside your business. Being able to ensure that if something happens to you as a founder, you're protected and there's a plan in place where you will not financially get screwed over. So that was the biggest insight, just being aware that there is a whole world of insurance products for liability mitigation for the founder.

What was the impact?

I perceive myself as a high performer, and I want to do everything at its highest and best. And with my finances, I've just been so passive because my whole focus has been on my business. I feel so much better. I already had a plan, but this plan's better. This mitigates issues and positions myself, my business, and my life for the future. So ultimately, I feel more confident and I feel better in what we're doing financially!

What do you like most?

Working with Nate has been wonderful. The thing I like most about working with him is him. He is just a wonderful soul and a person I want to spend time with. So it's really nice that I hired a professional that I could also consider as a friend. I personally want to do that. And he comes prepared. He comes ready with all the iterations and variations on what you and your family or you need in your business and your you know, he brings in the relevant people. When he's not an expert in area, he brings in other people that are. So, yeah, I'm just overall very happy and glad I work with Nate.

Why did you choose N8?

When I was making the decision to work with someone for my financial strategy and planning, I only went to Nate. And the reason? Simple. I had worked with him in a professional setting before. And I think the number one thing I really cared about is does this person have the skills and knowledge to really take care of me? But then, number two, can I trust them? And I trust Nate with my life. I did not even consider going to anyone else.

What was the impact?

I perceive myself as a high performer, and I want to do everything at its highest and best. And with my finances, I've just been so passive because my whole focus has been on my business. I feel so much better. I already had a plan, but this plan's better. This mitigates issues and positions myself, my business, and my life for the future. So ultimately, I feel more confident and I feel better in what we're doing financially!

What do you like most?

Working with Nate has been wonderful. The thing I like most about working with him is him. He is just a wonderful soul and a person I want to spend time with. So it's really nice that I hired a professional that I could also consider as a friend. I personally want to do that. And he comes prepared. He comes ready with all the iterations and variations on what you and your family or you need in your business and your you know, he brings in the relevant people. When he's not an expert in area, he brings in other people that are. So, yeah, I'm just overall very happy and glad I work with Nate.

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