PlanAssist® (eBook)

Make Better Financial Decisions

Timothy Clifford (Autor)

eBook Download: EPUB

2024 | 1. Auflage
60 Seiten
Bookbaby (Verlag)
979-8-3509-5498-2 (ISBN)

Infos

A comprehensive guide for navigating personal finance complexities confidently. Through PlanAssist®, it offers a structured financial planning approach, emphasizing proactive decision-making, diversification, and seeking counsel. It simplifies financial management into manageable steps, making wealth building accessible to all. The core philosophy is that financial success stems from wise decisions, not just earning money. By focusing on planning and diversification, it leads readers to financial security, advocating a disciplined yet adaptable approach. The message: through responsibility and informed actions, anyone can achieve financial well-being, creating a lasting wealth legacy.

Embarking on my financial career on the vibrant floor of the Chicago Mercantile Exchange in the 1980s, I dove deep into the world of commodities, learning the ropes from the ground up. This experience was the bedrock of my understanding of financial markets, a foundation that has supported my career ever since. Transitioning to Charles Schwab & Co. in the 1990s, I engaged closely with clients who had mastered the art of wealth accumulation, sparking my fascination with the nuanced decisions that separate the financially successful from mere earners. This realization steered my path toward wealth management, emphasizing the need for strategic, informed decision-making. By 2012, my journey led me to establish Core Wealth Consultants LLC in Central Florida, leveraging my Certified Financial Planner® designation to guide others toward financial security. It was here that PlanAssist® was born, a culmination of my experiences designed to simplify wealth-building for those needing clarity on prioritizing their financial decisions. Inspired by Charlie Munger's philosophy, PlanAssist® reflects my belief that financial success is a cumulative result of smart choices made over a lifetime. Through PlanAssist®, I aim to demystify financial planning, offering strategies that encourage both proactive and reactive approaches to managing wealth. My career has taught me that true financial stability requires more than just managing income and expenses; it requires a holistic understanding of one's financial life and the decisions that shape it. Embarking on my financial career on the vibrant floor of the Chicago Mercantile Exchange in the 1980s, I dove deep into the world of commodities, learning the ropes from the ground up. This experience was the bedrock of my understanding of financial markets, a foundation that has supported my career ever since. Transitioning to Charles Schwab & Co. in the 1990s, I engaged closely with clients who had mastered the art of wealth accumulation, sparking my fascination with the nuanced decisions that separate the financially successful from mere earners. This realization steered my path toward wealth management, emphasizing the need for strategic, informed decision-making. By 2012, my journey led me to establish Core Wealth Consultants LLC in Central Florida, leveraging my Certified Financial Planner® designation to guide others toward financial security. It was here that PlanAssist® was born, a culmination of my experiences designed to simplify wealth-building for those needing clarity on prioritizing their financial decisions. Inspired by Charlie Munger's philosophy, PlanAssist® reflects my belief that financial success is a cumulative result of smart choices made over a lifetime. Through PlanAssist®, I aim to demystify financial planning, offering strategies that encourage both proactive and reactive approaches to managing wealth. My career has taught me that true financial stability requires more than just managing income and expenses; it requires a holistic understanding of one's financial life and the decisions that shape it.

Produkt-Details

• Erscheint lt. Verlag: 1.5.2024
• Sprache: englisch
• Themenwelt: Sachbuch/Ratgeber ► Beruf / Finanzen / Recht / Wirtschaft ► Geld / Bank / Börse
• ISBN-13: 979-8-3509-5498-2 / 9798350954982