Esther Griego and Mindy Gohr are living their dream running a local bakery in Chicago. The two talk about how they're making it happen financially along with their Financial Advisor, Sherrie Van Koevering, CLTC®.

Esther: I grew up coming to this pastry shop; I was 12 years old when it opened. Bittersweet Pastry Shop was founded by Judy Contino in 1992. She’s my aunt.

Mindy: Unbeknownst to me, throughout the past 11 years that I’d worked here, Judy had kind of been training me in her own way to take over the shop.

Esther: Bittersweet is definitely an institution. People have been coming here for almost 25 years. It’s just so important that we carry on the legacy. Being an owner and suddenly being responsible for all that, we really needed the plans that are in place to help us manage that because our lives changed overnight.

The new plans that we’re we’re putting in place for our employees allows me to feel very confident.

Mindy: My dream has always been to be able to provide food to people to make them happy.

Sherrie: They were able to turn their dream into a reality of actually owning a business. I meet with them together on their business financial planning, then I meet with Mindy and Esther each separately on their own personal financial planning.

Esther: Sherrie was able to help get our business loan, and then she’s also helped us provide benefits for our employees. It’s such a good feeling to know that they will be taken care of if anything happens.

Mindy: The new plans that we’re putting in place for our employees allows me to feel very confident.

Sherrie: I think that it’s a really amazing story. And I’m really excited to see where they're going to be five, 10, 15 years from now.

Recommended Reading