Future-Proof Your Business: Financial Freedom for Wedding Planners

Wedding professionals pour their hearts into creating flawless celebrations for their clients, yet many overlook one critical detail—their own financial futures. In this eye-opening episode, Matt Mitchell, Master Certified Wedding Planner, Certified Educator, and founder of The Event Ledger, joins Krisy Thomas, COO of the CWP Society, to share how wedding planners can build lasting financial security while continuing to run thriving businesses.

Matt brings a rare dual perspective—over 12 years in high-level financial planning combined with eight years of firsthand experience running his own wedding planning company. This blend allows him to speak directly to both the creative passion and the financial realities of our industry. As he wisely points out, “We anticipate everything that could go wrong for our clients, but most of us don’t give that same level of preparation to our own future selves.”

Together, Krisy and Matt walk through practical steps that wedding professionals can take today, starting with the essentials: building personal and business emergency funds. Matt recommends automating just 5% from each client payment—a simple action that compounds dramatically over time. “You’ll hardly notice that 5% missing today, but your future self will thank you in a massive way,” he explains.

From there, the conversation reframes retirement planning as an act of empowerment—“paying your future self.” Rather than seeing retirement as stopping work altogether, Matt encourages planners to view it as buying freedom: the freedom to choose how, when, and even if you want to work down the road.

For those feeling overwhelmed or behind, the episode offers both encouragement and strategy. Open a dedicated account, set up small automated transfers, and schedule quarterly “CEO time” to track your progress. Matt’s parting challenge resonates deeply: “Treat your future self like a VIP client. Give them the same attention, intentionality, and care you pour into planning perfect weddings.”

Connect with Matt and learn more about financial services specifically designed for wedding professionals at TheEventLedger.com or on social media @TheEventLedger.

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