Financial Planning

Values-Based Financial Planning :

The Art of Creating and Inspiring Financial Strategy [Hardcover]

Bill Bachrach (Author)

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Product Description:

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.

Product Details:

Hardcover: 163 pages.

Publisher: Aim High Pub; 1st edition (July 2000)

ISBN-10: 1887006036

ISBN-13: 978-1887006033

Shipping Weight: 15.2 ounces (View shipping rates and policies)

Average Customer Review: 3.9 out of 5 stars See all reviews (15 customer reviews)

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Amazon Bestsellers Rank: #135,439 in Books.

Values-Based Financial Planning:

The Art of Creating an Inspiring Financial Strategy is an interesting tool for the financial services professional. At first glance it appears to be a "Layperson's Guide" or a "How To Book" for financial planning. However, upon further review one finds a useful organizational tool for pre-financial planning.

Bachrach's approach uses a combination of goals and values to assist clients in creating an organizational system that can be used later to seek financial planning advice. From the practitioner's stand point it is a win-win situation.

Potential clients are programmed to be organized and to seek financial planners rather than salespersons. On the other hand, practitioners may use the volume to educate clients and create an appropriate mental attitude.

A road map and case-type examples are included in the book, both of which are valuable learning techniques. Attaching values to goal setting is a reasonable and inspirational process. This is a new approach to an "Old School" style of financial planning.