|
Imagine a book for people who want to make smart choices about their money based on what’s important to them - their core values. Values-Based Financial Planning is that book.
In the grand scheme of things, money’s not that important. It’s important to the extent that it allows you to enjoy what really matters to you. And not worrying about your finances is critical to having a life that excites you, nurtures those you love, and fulfills your aspirations.
Many people have a hodgepodge of financial products purchased one by one over the years. They end up reacting to events rather than designing and implementing a financial plan. What would your life be like if you had a financial strategy based on what is truly important to you? What if your investments and insurance programs were working in harmony to achieve your goals?
Author Bill Bachrach, a financial services industry consultant and speaker, tells us how the uppermost echelons of financial services operate and how we can get the same benefits as their lucky clients. With Values-Based Financial Planning you lay the foundation for a completely doable plan to lead you into an inspiring financial future.
Whether you want to enlist a professional’s help or go it alone, by the time you finish reading you will have created a "Financial Road Map®" to serve as your guide to do what is necessary to implement your plan. Each chapter contains practical and useful exercises that will help you:
-
Clarify your what’s really important to you (your core values). -
Prioritize and define your goals. -
Benchmark your current reality. -
Create a Financial Road Map®. -
Inspire yourself to action.
For those who want to delegate the management of their investments, insurance, and other financial vehicles, there is a chapter to help you decide if this is right for you. You will learn how to find a competent professional to complete and carry out your financial plan.
Regardless of your financial status, plans for the future, or current level of fiscal sophistication, Values-Based Financial Planning will help you make smart choices about your money. This book does not offer get rich quick tips. It will not tell you where or why to buy life insurance or how or when to sell your stocks. This book is about taking control of the financial planning process. This book is about finding your own way. This book is about you.
Click here to request a complimentary copy of Bill Bachrach's book: "Values-Based Financial Planning; The Art of Creating an Inspiring Financial Strategy".
|