Deb Matz, Design Life’s Journey (North Fulton Business Radio, Episode 587)
Deb Matz, CEO of Design Life’s Journey, joined host John Ray to discuss how she works with business owners to create a better business and a more peaceful and prosperous life for themselves. She talked about her service to clients, the biggest mistakes she sees business owners make, how to create long-term success, and much more.
Design Life’s Journey
Design Life’s Journey Wealth and Tax Services is a wealth creation organization focused on helping small business owners and individuals build and protect their wealth and lifestyles. This is accomplished through three foundational pillars: financial services including asset management, tax planning and tax preparation services, and profit & operational improvement coaching for small businesses with fewer than 100 employees.
The organization is comprised of two distinct entities, DLJ Wealth Services, LLC and DLJ Tax Services, LLC, to meet their legal and regulatory requirements. The integration of the three disciplines into these organizations was created to provide clients with a fully comprehensive financial overview before developing strategies for cash flow, tax minimization and investment management. While the two businesses are distinct, the combined effort provides a more complete framework to help their clients build their wealth and live the life they desire.
DLJ Tax Services is a small organization providing personal attention to clients from offices in Appleton, WI and Dawsonville, GA. Their goal is to help their clients grow their wealth in a manner that fits their specific needs and put them in control of their future.
Deb Matz, CEO, Design Life’s Journey
As a Profit First Professional, Tax Planner and Wealth Advisor, Deb Matz is trained in disciplines that impact everyone’s financial situation. Alone, they only partially address an individual’s or business owner’s needs. Together, they enable her to help you plan appropriately and keep more of what you earn – now and in retirement.
As clients move through the wealth accumulation phase (their working or business building years) to the income distribution phase (the retirement years), she makes certain each phase incorporates both a strong offensive and defensive strategies. This is key to creating the lifestyle you desire and keeping more of what you earn. No one size fits all financial strategy for her clients. Each client’s resources, needs and goals are different, so each plan is personalized accordingly.
Questions and Topics in this Interview
- How does Design Life’s Journey serve its clients?
- What are the biggest mistakes you see business owners making?
- What is the best way to create long-term success?
- You have an annual business retreat called Prosperity Days. How does that retreat help businesses achieve long-term success?
- Is there anything else you are doing to help business owners?
- What resources have helped you on your journey?
North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.
Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.
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