What is Portfolio Professional?
Lifestyle archetype (Capitalized + Expert): left a successful career for self-directed, fulfilling work. Coaching: right-size the business, resist pressure to scale, design around life. Over-investing is the risk.
Where you will use it: this term comes up in the Entrepreneurial Finance course, and the full course glossary collects every term in one place.
Related terms
From the free Entrepreneurial Finance course by Devon Coombs, CPA, MBA.