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 important 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 to 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:

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.

     About The Author

Bill Bachrach, CSP, is one of the foremost success resources for the financial services industry. With a perspective that comes from both having been in the trenches as a financial professional plus twelve years coaching and training the crème de la crème in the financial services world, Bill is uniquely suited to act as a financial consumers’ advocate. His gift is cutting through the hype and information deluge to get to the heart of what people want most: a financial strategy that fits their values, their goals and their desired lifestyle.

We at Wise Wealth Solutions highly recommend this work for its honest and insightful look at a path to individual financial success based on what’s important to you, not someone else’s agenda. Whether you are a do-it-yourselfer and a person who will never use our services or someone who is seeking the counsel of a trusted advisor, in our opinion, even a cursory read through of this book can significantly impact your life in important ways.