Values-Based Financial Planning : The Art of Creating and Inspiring Financial Strategy
by Bill Bachrach
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Book Summary Information
Author: Bill BachrachEdition: Hardcover
Published: 2000-07
ISBN: 1887006036
Number of pages: 163
Publisher: Aim High Pub
Book Reviews of Values-Based Financial Planning : The Art of Creating and Inspiring Financial Strategy
Book Review: Don't buy this book. Get it for free from...
Summary: 5 Stars
Don't buy this book. Get it for free from your local Values-Based Financial Planning professional - who will also offer you a complimentary 20-minute telephone consultation to help you understand how the concepts in the book can have a positive impact for you.
Contrary to what some other reviewers have said, it is not a gimmick designed to sell, manipulate, or convince you to do anything. It is about helping you align your financial choices with your core values - so you can have a better quality of life.
I am a Certified Financial Planner practitioner, have been a financial advisor for thirty years, and a practitioner of Values-Based Financial Planning for four years. In my considerable experience, the philosophy described in the book is one of the best for helping you achieve your goals and realize your values.
But it only appeals to a certain segment of the population: people who are serious about financial success and who want to be financial delegators. It does not appeal to do-it-yourselfers or collaborators. There's nothing wrong with doing it yourself or collaborating with a financial advisor. Just remember that the best professionals in any field don't collaborate with amateurs.
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Summary of Values-Based Financial Planning : The Art of Creating and Inspiring Financial Strategy
In the grand scheme of things, money's not that important. It's important only to the extent that it allows you to enjoy what's important to you. And not worrying about your finances is critical to having a life that excites you, nurtures those you love, and fulfills your highest aspirations. If you want to make smart choices about money, based on what is important to you--your core values--this book is for you.This informative and well-written book will help you build a financial strategy, starting with your own unique values--what is truly important to you. By defining these unique values, you can create a plan that not only looks good on paper, but spurs you to follow through and achieve your goals. Values-Based Financial Planning: The Art of Creating and Inspiring Financial Strategy will help you realize what's important to you, align your financial choices with the great life you want, and become inspired to do whatever it takes to have that life.
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