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

by Bill Bachrach

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 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.

Genres: Finance, Business

140 pages, Hardcover

First published July 1, 2000

Reviews

[Kent · Rating 5 out of 5]

Perfect - it's what i want to be for my clients: a Trusted Advisor - it's what i hope my clients want from me: values-based financial planning

[Don Gorman · Rating 3 out of 5]

A friend sent me this book as a place to start the process of finding out how to proceed in dealing with my financial future. Depending on your level of financial sophistication, there are different ways to absorb the information. As a mildly experienced investor, I found the first several chapters a little too much like an infomercial, but after that, I found several pieces of advice very helpful. Knowing your needs, desires and values are definitely cornerstones, but the message that a "trusted advisor" is the person you need to help you in this part of life is a good message.

[Dayhiker]

if you want to create a financial plan that fits your life and your values, read this book and find a planner that uses this process to create your plan. It's working for me!

[Heidi Foster · Rating 4 out of 5]

Bill Bacrach shares his thoughts on how the best financial advisors approach financial planning. While I have been doing this my whole professional career, I know that I can still do better. I look forward to putting some of his recommendations into my practice.

[Michal Ansky]

Greetings!
Michal Ansky here I see your ratings you have such a good rating
so I want to tell you that I'm a paid Artist and I make artwork for authors and writers for their book covers, and story covers and also do concept art
so do you want any art for your stories?

[Keith Conley]

Great insight into the motivation that drives financial success

[Parker Nielsen · Rating 4 out of 5]

This book gave simple yet effective action items to create your own financial roadmap. It also gives some of the best insight I've read on the value of having a trusted financial advisor to help you reach your financial goals. I would recommend this book to anyone!

[Beccy Aldridge · Rating 3 out of 5]

Interesting approach, although I prefer the main alternative from George Kinder - Lighting the Flame which encourages wider thinking.

[Adam · Rating 1 out of 5]

Reads like a manual to a cult.