My name is Jose Perez. In July 2019, I left a career in banking to become an entrepreneur. I have worked in banking for the past 30 years, mostly in audit and compliance roles. Unlike most people who leave a 9 to 5 job (it was more like 9 to 8, in my case), I am not resentful of my banking career. I learned a lot, and I’m thankful for that. But I wasn’t happy anymore. It was just time to make a change.

I have always been an entrepreneur at heart. Fortunately for my family and me, I did well in my banking roles, but unfortunately for the entrepreneur in me, I didn’t have much time to pursue business ideas. Things have changed now.  

Instead of just retire, I have decided to challenge myself. See details at the Rules and Goals of Finance Notebook.


Who is Finance Notebook for?

If you are always stressed, negative, or unhappy at work

If you lack passion

If you don’t fit in with the corporate culture

If you no longer have good work-life balance

If your skills are underutilized

And you want to start a new adventure as an entrepreneur 

You are in the right place


My Approach

Useful Information

One common theme I see in the online world is that the primary goal of most blogs is to sell products. Don’t get me wrong; Finance Notebook will be a for-profit website because I need to meet my annual personal challenge. But the main goal will not be to make money, but rather to provide useful information and tools. 

Apprentice Entrepreneur

Another theme that I have noticed is that a lot of people in the online world consider themselves business experts. I get it; people are not going to listen to someone who doesn’t know anything about the topic. Finance Notebook is different. I am not an expert. I am, and probably will always be an apprentice entrepreneur.

The Premise of Hard Work

Finance Notebook will not offer get-rich-quick schemes. While I will strive to provide efficient tools to help you be better as an entrepreneur, you will have to work hard to earn money. 

I’m excited! Let’s do this together!!

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