Financial Life Focus

Author : Dawn G. Starks
Publisher : Greenleaf Book Group
ISBN 13 : 1632992841
Total Pages : 256 pages
Book Rating : 4.40/5 ( download)

DOWNLOAD NOW!

Download or read book Simplify Your Financial Life written by Dawn G. Starks and published by Greenleaf Book Group. This book was released on 2020-03-31 with total page 256 pages. Available in PDF, EPUB and Kindle. Book excerpt: Who says your financial life has to be hard? It can be simple—just make a date with your money, and you’ll be on your way! It turns out that many of us have spent years being fed inaccurate information about how money works and about our abilities to manage it. Author Dawn Starks, a CERTIFIED FINANCIAL PLANNERTM practitioner and financial advisor, is here to change those beliefs and prove that managing our money is not as difficult as we’ve been led to believe. When she established her financial planning firm in 1999, her goal was to streamline the financial planning process for her clients. Now she has compiled her best tips to help you. Are you eager to shed the notion that managing money is hard? Would you like to put your financial life on a better track? Then this book is for you. Simplify Your Financial Life contains 104 lively, accessible tips that illustrate how we can change our mindsets, lay good foundations, get organized, and create easy-to-implement systems so that we can stop worrying and spend more time doing the things in life we love. Tips on budgeting, spending, getting out of debt, saving, and investing fill out this friendly volume for people at any stage of life. In addition to her commitment to simplifying financial planning, Dawn has embraced the personal benefits of minimalism and simple living. In 2018, she launched her online business, SimpleMoney, where she writes and teaches about personal finance while sharing the benefits that simple living and minimalism can bring.

Author : Jonathan Clements
Publisher : John Wiley & Sons
ISBN 13 : 1119510988
Total Pages : 256 pages
Book Rating : 4.87/5 ( download)

DOWNLOAD NOW!

Download or read book From Here to Financial Happiness written by Jonathan Clements and published by John Wiley & Sons. This book was released on 2018-08-30 with total page 256 pages. Available in PDF, EPUB and Kindle. Book excerpt: Just 77 days to a happier, more prosperous life! From Here to Financial Happiness is the day-by-day guide for anyone dreaming of a better life. Whether you’re dealing with debt, uncertain about retirement or simply want to get a grip on your finances, this book can put you on the road to happiness with a simple 11-week journey. Just 5-10 minutes a day to think about money, your habits, your goals, and your dreams. What steps can you take today to get your finances on track? What bad habits, bad investments, and misconceptions should you let go of? This book is packed with 77 days’ worth of real, actionable guidance for getting your money right—for good. It’s not an investment scheme, not extreme couponing, not something else to add to your daily to-do list. Instead, it’s about changing you—and the way you handle and think about money—so you can start building the life of your dreams. The next 11 weeks will be a revelation: Some days you’ll learn about finance, other days you’ll learn about yourself. Many days, you will be given a concrete list of things to do—right at that moment—to start steering your financial situation onto the right path. Learn how to stack the financial odds in your favor Amass savings for retirement, the children’s college or that next financial emergency Change your perspective on money and its role in your life Get your financial house in order—and keep it that way A better life is possible. You do have the power to change things for the better. From Here to Financial Happiness is your personal roadmap to financial freedom.

Author : Mitch Anthony
Publisher : John Wiley & Sons
ISBN 13 : 1119709091
Total Pages : 248 pages
Book Rating : 4.91/5 ( download)

DOWNLOAD NOW!

Download or read book Life Centered Financial Planning written by Mitch Anthony and published by John Wiley & Sons. This book was released on 2020-11-03 with total page 248 pages. Available in PDF, EPUB and Kindle. Book excerpt: Bring your financial planning to life by bringing life to your financial planning. Life-Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued shows financial planners and advisors how to radically improve the service they provide to their clients by tying their decisions and strategies to their clients’ life events, stages, and goals. Written by distinguished financial professionals Mitch Anthony and Paul Armson, Life-Centered Financial Planning provides readers with practical advice and concrete strategies to revolutionize their organization and client service by: · Focusing on what matters most to clients, rather than maximizing assets under management or pushing products · Understanding that a strong financial plan means more than simply accumulating as much money as possible · Building a business model that is good for everyone involved: the financial advisor, clients, and the organization · Moving from being a commodity to being your client's trusted advisor The book is perfect for any financial planner or advisor who wishes to adapt to the radical redefinition of financial services taking place today.

Author : Justin Castelli
Publisher : Harriman House Limited
ISBN 13 : 0857199919
Total Pages : 200 pages
Book Rating : 4.11/5 ( download)

DOWNLOAD NOW!

Download or read book More Than Money written by Justin Castelli and published by Harriman House Limited. This book was released on 2023-03-21 with total page 200 pages. Available in PDF, EPUB and Kindle. Book excerpt: Despite an expansive array of financial planning tools, advice, and gurus, putting real financial planning into practice is deeply personal—and incredibly difficult. More Than Money: Real-Life Stories of Financial Planning is a collection of surprising and inspiring true stories that reveal how real clients applied financial planning to derive tangible results that changed their lives. These stories by award-winning financial advisors feature people from all walks of life—young and old, those in debt and those with great wealth—and a wide variety of situations, from designing a desired lifestyle to dealing with catastrophe. They show how well-thought-out, personalized, and high-touch financial planning can truly impact lives for the better. These leaders in a growing industry remind us that financial planning is more than dollars and cents—it is about resourcing dreams and improving lives in the near-term and beyond. Financial planning is More Than Money. Contributions from: Elliott Appel, Michael H. Baker, Vincent R. Barbera, Jordan Benold, Todd Bessey, Todd A. Bryant, Marguerita Cheng, Kevin D. Christensen, Christopher Clepp, Cathy Curtis, Shanna Due, Jessica L. Fahrenholz, Brett K. Fellows, Matt Fizell, Steven Fox, Melissa Joy, Michael Kelly, David Kuzma, Douglas M. Lynch, Kevin Mahoney, Andrew Martz, Stephanie W. McCullough, Dana J. Menard, Amar Pandit, Matthew G. Ricks, Jeffrey J. Smith, Nicola Tomlin, Simon A. Tryzna.

Author : Brent Kessel
Publisher : Harper Collins
ISBN 13 : 0061734632
Total Pages : 341 pages
Book Rating : 4.32/5 ( download)

DOWNLOAD NOW!

Download or read book It's Not About the Money written by Brent Kessel and published by Harper Collins. This book was released on 2008-07-08 with total page 341 pages. Available in PDF, EPUB and Kindle. Book excerpt: What do the latest financial thinking and ancient spiritual teachings reveal to us about financial freedom? Top financial advisor Brent Kessel insists financial success and security is "not about the money." Rather, it's about what's inside us—first understanding your emotional relationship to money, and only then taking action. It's Not About the Money expertly and compassionately guides you along the path to financial security and true peace of mind. Kessel, founder of two top wealth-management firms, has the inside scoop on the higher wisdom of personal finances, and he wants to share it with you. Through extensive experience as a financial advisor and spiritual seeker, Kessel has discovered that people need to understand their core financial story in order to make meaningful changes. Some of us are savers or caretakers, says Kessel, while others are pleasure seekers and spend like Hollywood stars; some people are idealists who place greater value on creativity or compassion than on financial security; some of us innocently believe our finances will work out without effort; and others obsess about building empires with lasting value. It's Not About the Money will help you identify your money type, providing information and resources as well as exercises and meditations to inspire a fresh approach to your relationship with money that will change your life.

Author : Roger Whitney
Publisher : Morgan James Publishing
ISBN 13 : 1683505743
Total Pages : 212 pages
Book Rating : 4.47/5 ( download)

DOWNLOAD NOW!

Download or read book Rock Retirement written by Roger Whitney and published by Morgan James Publishing. This book was released on 2017-10-03 with total page 212 pages. Available in PDF, EPUB and Kindle. Book excerpt: “A guide for planning that rich season of life, based not just on money, but also on how to create meaningful relationships, memories, and legacy.” —Dan Miller, author of 48 Days to the Work You Love Rock Retirement offers inspirational advice on how to enjoy the journey to retirement to its fullest. Traditional retirement advice usually boils down to saving more, sacrificing more, and settling for less. This approach makes people dependent on systems outside their control, such as the market, economy, and investment returns. The result: people lose power over determining their life. What sets Rock Retirement apart is its holistic approach to helping people take back control and act intentionally towards the life they want. It addresses the fears, hopes, and dreams that people have about retirement, goes way beyond the numbers, and shows them how to balance living well today and tomorrow. “Too many books think retirement is just about finances. Instead, retirement is about looking at life in full and working out what it is you want to do and then turning to finances to make it happen. That’s exactly the focus of the practical and helpful guide.” —Andrew Scott, coauthor of The 100-Year Life “Roger Whitney lays out a plan for today’s modern retiree. If you are exhausted with being fed that retirement is the end game of life, then Roger’s book is a must-read!” —Darryl W. Lyons, author of 18 to 80 “If you’re dreaming of a retirement free of worry, chao and confusion, Rock Retirement will give you the clarity, a solid plan and fresh inspiration to help you get where you want to go.” —Jevonnah “Lady J” Ellison, author of Love Letters for Leading Ladies

Author : Thomas Fleishel
Publisher : Gatekeeper Press
ISBN 13 : 1662944705
Total Pages : 81 pages
Book Rating : 4.03/5 ( download)

DOWNLOAD NOW!

Download or read book Clarity and Confidence for Life® written by Thomas Fleishel and published by Gatekeeper Press. This book was released on 2024-04-12 with total page 81 pages. Available in PDF, EPUB and Kindle. Book excerpt: What the book is about: We believe when successful families, business owners and corporate executives live their life by design, they have the clarity, confidence and time to focus on what really matters in life. We also believe it’s totally possible to live your life by design, and really be intentional about that. What we mean by living life by design and focusing on what really matters in life is intentionally designing the things in life you cannot delegate like time with your family, career, hobbies, spiritual life or your health. We frequently run into successful business owners, corporate executives and even pre-retirees who are often worried they’re not being as intentional about their finances as they could be. They’re making good money but their house is not in order or they assume it is, since they don’t know what they don’t know. They may be frustrated and know they should be further along at their current stage of life financially but are not sure how to break through to more clarity and confidence in this area of their lives. They often encounter what we call a ceiling of complexity that ties up their time and keeps them from living life by design and allowing them to focus on what matters most in life. Complexity can be caused by several things, like making more money, complicating your taxes or by having multiple or previous advisors that sold you insurance or investments that you’re not sure how they fit into your current plan. Or more commonly it can come from having several siloed issues: like investments, taxes, insurance that are not coordinated together properly. If you make a decision in one area, do you know how it will impact these others? We absolutely believe in being really, really intentional with your planning and it's my hope that the ideas contained in this book will help you remove the complexity so you can live your life by design. Who should read the book: It doesn’t matter where you are in life, it’s never too late to get serious about making smart or even smarter choices with your money. You may be a thirty-something corporate executive just finding your groove in the corporate world and now beginning to make enough income to get moving on your planning. But you’re not sure how to get started or who to trust. You may be a small business owner in your mid-fifties and your company is crushing it with consistently growing profits and cash flow, but you’ve hit that “ceiling of complexity” and your company is running you vs. you running your company. You’re not sure how to keep the work-life balance and coordinate your business and personal finances. How do I take control again and manage it so I’m in control and have the freedom to focus on what really matters in my life? You could be a single female having recently experienced a painful divorce or spouse’s passing and you’re in a state of shock and uncertainty with so many aspects of your life, but the biggest worry is your finances. Your spouse may have handled all the money matters and now you’re on your own trying to figure it all out. Where do I begin, who can I trust to help? You could also be a well-intentioned “do-it-yourselfer” where you initially thought you had the time and temperament to juggle all the pieces of your financial world on your own. You’ve tried all the online resources and self-help sites but once reality set in, you’ve come to the realization that finding the right-fit financial team may not be such bad idea after all. But you’re not sure about how to find a competent, trustworthy person/team that puts your interests first.

Author : Judy S Arnold
Publisher : Independently Published
ISBN 13 :
Total Pages : 0 pages
Book Rating : 4.16/5 ( download)

DOWNLOAD NOW!

Download or read book Financial Life Focus written by Judy S Arnold and published by Independently Published. This book was released on 2023-08-03 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Financial Life Focus: Your Path to ProsperityAre you ready to embark on a life-changing journey towards financial prosperity, security, and abundance? Introducing "Financial Life Focus," the ultimate guide that will transform the way you view and manage your money. Whether you're a recent graduate stepping into the real world, a seasoned professional seeking to level up your financial game, or someone in the midst of a financial transition, this book is your key to unlocking the secrets of true financial freedom.Imagine a life where you are in control of your finances, where every decision you make is driven by a deep understanding of your financial well-being. Picture a future where you have the power to achieve your dreams, navigate through life's challenges with confidence, and build a legacy that will impact generations to come."Financial Life Focus" is not your typical dry financial guide. It is an immersive and engaging roadmap that takes you on an empowering journey, revealing the art of saving, investing, and making informed financial choices. From creating a budget that suits your lifestyle to conquering debt and building a robust emergency fund, every step is carefully crafted to ensure your financial success.Explore the art of mindful spending, where you can embrace a fulfilling lifestyle without sacrificing your long-term goals. Unravel the mysteries of investing, unlocking the potential of your hard-earned money to grow and multiply. Discover the power of compound interest and learn how to harness it to supercharge your savings.But "Financial Life Focus" goes beyond just numbers and budgets. It delves into the realm of financial mindfulness, nurturing a healthy relationship with money and cultivating a positive money mindset. It's about aligning your financial goals with your deepest values, finding balance, and experiencing true contentment.In these pages, you'll find practical advice, real-life examples, and actionable strategies that are accessible to readers of all backgrounds. You don't need to be a financial expert; all you need is the desire to take control of your financial destiny.Are you ready to embark on this transformative journey of self-discovery and financial empowerment? Let "Financial Life Focus" be your guide, and let the power of knowledge and action propel you toward a future where financial prosperity and abundance are within your reach.Take the first step towards a brighter financial future-grab your copy of "Financial Life Focus" today and unlock the doors to a life of financial success, security, and fulfillment. It's time to turn your dreams into reality because they are waiting.

Author : Stephen D. Gresham
Publisher : John Wiley & Sons
ISBN 13 : 111814872X
Total Pages : 389 pages
Book Rating : 4.23/5 ( download)

DOWNLOAD NOW!

Download or read book The New Advisor for Life written by Stephen D. Gresham and published by John Wiley & Sons. This book was released on 2011-09-09 with total page 389 pages. Available in PDF, EPUB and Kindle. Book excerpt: Expert advice on building an unshakable foundation as a financial advisor to the elite The revised and updated edition of the definitive guide to growing and maintaining a financial advice firm, The New Advisor for Life explores the fallout of the market crash on up-and-coming advisors. With a particular focus on the generation X and Y concern with debt management and long-term investment, this new edition examines what young investors look for in an advisor. Today, more than ever, insight, analysis, and validation are valued, but to be truly successful, an advisor needs to walk the line between being well-informed but not appearing condescending. What today's investors want in a financial advisor is someone who can cut through the noise and clutter of the financial services industry and the mainstream media Covers the basics, from setting a client's investment goals, selecting complementary investments, and monitoring portfolio balance, to the advanced—developing a personal finance plan for your clients based on their specific needs Steve Gresham presents a 19-point checklist for financial advisors to offer their clients "life advice" Keeping clients engaged is more important than ever, and The New Advisor for Life gives the aspiring financial advisor the secrets to success normally reserved for the country's top firms.

Author : Steven M. Ayer
Publisher : AuthorHouse
ISBN 13 : 1452095302
Total Pages : 146 pages
Book Rating : 4.01/5 ( download)

DOWNLOAD NOW!

Download or read book Choosing Simplicity written by Steven M. Ayer and published by AuthorHouse. This book was released on 2010-12 with total page 146 pages. Available in PDF, EPUB and Kindle. Book excerpt: