Build a Life, not a Portfolio: A Guide to Your Financial Future Based on Your Personal Values

"In the grand scheme of things, money is simply a tool. When money is in the hands of a skilled user, it can be used to potentially create wonderful outcomes. Its significance is only to the extent that it allows you to enjoy what is important to you. Not worrying about your finances is critical to having a life the excites you, nurtures those you love, and fulfills your highest aspirations.”These are the words from the author. His decades of experience on Wall Street and helping people plan their financial future has given him the insight and wisdom others only dream of having. Through these pages, he shares what he’s learned so you can ensure your financial plan lines up with your deepest values. In this book, you will learn> What Does Money Mean to You?> The Snowflake Theory> How to Avoid Common Mistakes> Why You Should Trust a Financial Advisor> How to Understand Your Own Values> The Key to Consistency> And so much more