Values Based Financial Planning

Another book we think is worthwhile is Values Based Financial Planning 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 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 make smart financial 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 or 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.