Values-Based Financial Planning : The Art of Creating and Inspiring Financial Strategy

Values-Based Financial Planning : The Art of Creating and Inspiring Financial Strategy | Bill Bachrach | My advice to you is....

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Values-Based Finan...

	Values-Based Financial Planning : The Art of Creating and Inspiring Financial Strategy Bill Bachrach Aim High Pub, 2000 - 163 pages average customer review:based on 14 reviews view larger image
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highly recommended

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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Give Credit Where Credit Is Due

As a financial professional who strives daily to help my clients make smart choices about their money, I am impressed by Bill's personalized approach to helping people take control of their lives by showing them ways to create and implement a viable foundation for their ideal financial future. There are many approaches of course, perhaps infinite, to planning wisely for your future. No one method or process is perfect. However, if you're truly serious about taking financial control over your future, whether you invest for yourself or work with a competent professional, then seek ideas and methods that are focused on helping YOU fulfill what's important to you in life. Bill's work talks directly about doing this and in beneficial ways that can help you make real progress towards achieving your lifetime goals and fulfilling your values.

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My advice to you is....

If you are an Advisor, read the book for the good of your clients. If you are a client, read the book for your benefit and the benefit for your Advisor. The main focus is on personal values, but the issue of the Client-Advisor relationship is explored as well. You may be a nightmare Advisor, or you may be a nightmare Client. Find out, and if so, fix it!

Excellent Book "Must Read"

I have been investing over 18 years with a this concept. Love it, It pays, I sitting on a very nice nest egg. Trust, your values are the key to successful plan. I have many friends that think they can do this by themselves and are broke. All the trades online will take you down the drain. I have seen it. The book is on target. It is a quick read, to the point. After reading this one read the book Elephant in the Room.

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Don't buy this book. Get it for free from...

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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reviews: page 1, 2, 3

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