Values-Based Financial Planning : The Art of Creating and Inspiring Financial Strategy
"The 'financial roadmap' concept is ideal for the serious investor...a terrific tool for managing our future." --Jerry L. Mercer, Retired Professor, Kansas"The conversation about our values and completing the whole road map process allowed us to more clearly understand our priorities..." --Darwin and Janette Benedict, Field Data Inspector and Teacher, Colorado"We found the Values-Based Financial Planning Process to be very helpful in preparing our financial plan..." --Bernie and Randy Schwartz, Pharmacists, Canada