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.