SUGGESTED READING | Values-Based Financial Planning™ – by Bill Bachrach
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Values-Based Financial Planning The Art of Creating an Inspiring Financial Strategy By Bill Bachrach If you’ve ever felt overwhelmed by the process of financial planning… if you’ve wondered how to find a financial professional who is both competent and trustworthy… if you know that a strategy would make all the difference to your financial future… if you’ve always suspected you could base your financial plans on something more meaningful than immediate cash needs and long-range goals… Values-Based Financial Planning™ is for you… |
Whether you’re already well-to-do or just beginning to build a nest egg, this book will help you to make smart choices based on what’s important to you. It uses a five-step approach to help make the process easy and effective:
- Identify your values.
- Set your goals.
- Benchmark your current financial reality.
- Create a Financial Road Map®.
- Educate yourself to seek a Trusted Advisor to guide you in creating and implementing a plan.
This book does not strive to cover everything there is to know about personal finance. It answers the question, “What should I do first?” By the time you finish Values-Based Financial Planning™ and have your personal Financial Road Map® in hand, you will have established a foundation of self-knowledge that will carry you confidently into the financial marketplace. You will be ready to create and implement a financial plan that reflects not only the wealth of experiences you seek in your future, but also the rich values you already hold today.
Bill Bachrach, CSP with
James Hait, President & CEO of Victory Wealth Management, Inc.
About the Author
Bill Bachrach, CSP, is one of the foremost success resources for the financial services industry. With a perspective that comes from both having been in the trenches as a financial professional plus twelve years coaching and training the creme de la creme in the financial services world, Bill is uniquely suited to act as a financial consumers’ advocate. His gift is cutting through the hype and the information deluge to get to the heart of what people want most: a financial strategy that fits their values, their goals, and their desired lifestyle.
