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More Than Money : Real-Life Stories of Financial Planning / edited by Shanna Due ; curated by Taylor Schulte and Justin Castelli.
- Format:
- Book
- Series:
- 20230321
- Language:
- English
- Subjects (All):
- Finance, Personal.
- Finance.
- Physical Description:
- 1 online resource (168 pages)
- Place of Publication:
- Petersfield, Hampshire, England : Harriman House Ltd, 2023.
- Summary:
- Despite an expansive array of financial planning tools, advice, and gurus, putting real financial planning into practice is deeply personal--and incredibly difficult.More Than Money: Real-Life Stories of Financial Planning is a collection of surprising and inspiring true stories that reveal how real clients applied financial planning to derive tangible results that changed their lives.These stories by award-winning financial advisors feature people from all walks of life--young and old, those in debt and those with great wealth--and a wide variety of situations, from designing a desired lifestyle to dealing with catastrophe. They show how well-thought-out, personalized, and high-touch financial planning can truly impact lives for the better.These leaders in a growing industry remind us that financial planning is more than dollars and cents--it is about resourcing dreams and improving lives in the near-term and beyond.Financial planning is More Than Money.Contributions from: Elliott Appel, Michael H. Baker, Vincent R. Barbera, Jordan Benold, Todd Bessey, Todd A. Bryant, Marguerita Cheng, Kevin D. Christensen, Christopher Clepp, Cathy Curtis, Shanna Due, Jessica L. Fahrenholz, Brett K. Fellows, Matt Fizell, Steven Fox, Melissa Joy, Michael Kelly, David Kuzma, Douglas M. Lynch, Kevin Mahoney, Andrew Martz, Stephanie W. McCullough, Dana J. Menard, Amar Pandit, Matthew G. Ricks, Jeffrey J. Smith, Nicola Tomlin, Simon A. Tryzna
- Contents:
- Intro
- Contents
- Foreword by Christine Benz
- Introduction
- The Power to Work
- The Gift of Time
- A Lighthouse in the Storm
- Corporate Release Valve
- The Power to Play
- When Should You Start Taking Social Security Benefits?
- Successful Transfer of the Family Business
- The Power to Change
- Cents Don't Always Make Sense
- Where We Belong
- Finding a New Life Plan
- Picking up the (Financial) Pieces
- The Power to Preserve
- Optimizing Your Assets to find Financial Peace
- High Earners, Not Wealthy…Yet
- What Matters Most
- The Power to Celebrate
- What the Hat Lady of Hollywood Taught Us
- The American Dream
- The Power to Grieve
- The Emotional Journey No One Talks About After the Sale of a Business
- From Listening to Action: Baby Steps to Navigating Widowhood
- You Missed a Few Classes
- The Power of Family
- Connected by Family Money
- A Change of (Retirement) Plans
- The Blind Spot of Longevity
- The Power of Independence
- Be Careful Who You Trust
- Golden Years
- Planning for Disability
- Living Your Own Financial Life
- The Power to Give
- Living Today, Planning for Tomorrow
- Save a Life?
- The Power to Receive
- From Unanswered Questions to Financial Confidence
- The Dining Room Table-Where a Family Meets and Where You Meet Your Family
- About the Editor and Curators
- Publishing details.
- Notes:
- Description based on print version record.
- ISBN:
- 9780857199911
- 0857199919
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