Succeed: How We Can Reach Our Goals
Learn how to make the most of your money and understand how a financial planner/advisor can become your Personal Finance Coach and guide you to finding the right path.
No Regrets provides readers with a call to action and a solution to help them fulfill their dreams with an approach called Life Goals Planning. What most investors don t realize is that life goals don t have to do with just retirement. They have to do with what is happening at every stage of one s life. That means living your dreams today, living with security today and still planning for the future.
Readers will learn:
The five biggest mistakes people make with money
How to plan and achieve life goals
How to take control of your monthly cash flow
How to implement The Envelope System
What to expect from a financial plan and your financial planner
How to find out if your planner should be your Personal Finance Coach (PFC)
How to implement the strategies through the 10-Week Action Plan
With over 16 years of experience, Robert Abboud, Certified Financial Planner gives readers a unique twist on planning by introducing the concept of Life Goals Planning. Abboud has an insider s view of what a financial plan should be and what you should expect from your Financial Planner/Advisor. No Regrets shows readers how to determine if they are working with the right planner/advisor, what he calls a Personal Finance Coach (PFC).
Country | USA |
Manufacturer | Book Coach Press |
Binding | Paperback |
EANs | 9780973907162 |
ReleaseDate | 0000-00-00 |