Download or read book B A D G E Financial Planner written by Kemberley Washington and published by Createspace Independent Publishing Platform. This book was released on 2015-12-17 with total page 152 pages. Available in PDF, EPUB and Kindle. Book excerpt: Black and White Version The 2016 B.A.D.G.E. (R) Financial Planner is designed to help you obtain a financial healing over your finances. The planner has monthly worksheets for budgeting, spending, net worth tracking, debt reduction, goal setting and earnings enhancement. Utilize this planner monthly to plan and monitor your finances. It also provides five key principles to obtain financial healing using biblical scriptures and prayer.
Download or read book Balancing the Badge to Make a Difference What Every Law Enforcement Professional Should Know about Managing Money and Life written by Jim Kalinowski and published by . This book was released on 2018-10-23 with total page 276 pages. Available in PDF, EPUB and Kindle. Book excerpt: Balancing the Badge to Make a Difference is a holistic approach toward balancing a law enforcement career with a purpose-driven retirement. Balancing the Badge to Make a Difference is based on a relationship with God and family, and a solid financial plan. Jim's passion for creating the Balancing the Badge concept and writing this book began while working alongside peace officers and providing financial services to them. He quickly recognized the importance of Balancing the Badge to provide financial information for officers to plan for retirement and also for developing a purpose-driven retirement to keep retirees motivated, healthy, productive, and most importantly, happy in retirement. Research for this book includes more than 36 years of police experience as an officer and a manager, providing financial services to officers and the public for over 20 years, raising a family, his relationship to God, teaching financial planning and life planning for over seven years to officers and cadets, and conducting extensive interviews with law enforcement professionals regarding their life goals during their career and into retirement. The goal for this book is about transforming law enforcement personnel to embrace the concept of Balancing the Badge because a purpose-driven retirement is critical for law enforcement survival. The objective of this book is to provide the tools to cross the bridge from achieving financial wealth, to also achieving life wealth. Building a life portfolio is as important as building a financial portfolio. This is a must-read book for all officers at any stage of their career including retirees that wish to live a life worth living. This book can easily by applied to all other careers as well. Reviews include: "Jim's classes were valuable to both me and my wife as we planned for our retirement. It caused us to have realistic goals and expectations and to formulate a plan to keep everything in line with God's plan for our lives, as well as meeting our financial goals." - Eric Fagan, Houston Police Officer (retired). "Jim has an enormous heart and unyielding energy to help officers and anyone in need to live a life worth living. Jim's vast police experience and extensive financial experience coupled with his faith and charity work guide him to help others live a balanced life. This book is a must read for all law enforcement personnel at any stage of their career, including retirees. I also recommend this book to anyone searching for their purpose." - James Bollig, Houston Police Sergeant (retired) & Army Veteran. "Balancing the Badge is a great 'How To' book on achieving Financial Freedom as well as genuine freedom. Everyone wants to be successful financially, but most of us never attain it. The reason is because we either don't know how or are not willing to do what it takes. This book gives you the knowledge and the motivation. Remove the handcuffs and start living a life free from bondage. Thank you, Lt Jim, for writing this book!" - Terry Farrar, CFP. "The value of a plan integrating the priorities of career, finances, family, and spiritual well-being cannot be understated. This book provides a road map in establishing your long-term plan to achieve personal success, happiness and financial security, geared specifically to law enforcement." - Dan Murphy, Inspector, NYPD (retired).
Download or read book 2015 B A D G E R Financial Planner written by Kemberley Washington and published by . This book was released on 2015-06-08 with total page 112 pages. Available in PDF, EPUB and Kindle. Book excerpt: Black and White VersionThe 2015 B.A.D.G.E. (R) Financial Planner is designed to help you obtain a financial healing over your finances. The planner has monthly worksheets for budgeting, spending, net worth tracking, debt reduction, goal setting and earnings enhancement. Utilize this planner monthly to plan and monitor your finances. It also provides five key principles to obtain financial healing using biblical scriptures and prayer.
Download or read book Rock Retirement written by Roger Whitney and published by Morgan James Publishing. This book was released on 2017-10-03 with total page 212 pages. Available in PDF, EPUB and Kindle. Book excerpt: “A guide for planning that rich season of life, based not just on money, but also on how to create meaningful relationships, memories, and legacy.” —Dan Miller, author of 48 Days to the Work You Love Rock Retirement offers inspirational advice on how to enjoy the journey to retirement to its fullest. Traditional retirement advice usually boils down to saving more, sacrificing more, and settling for less. This approach makes people dependent on systems outside their control, such as the market, economy, and investment returns. The result: people lose power over determining their life. What sets Rock Retirement apart is its holistic approach to helping people take back control and act intentionally towards the life they want. It addresses the fears, hopes, and dreams that people have about retirement, goes way beyond the numbers, and shows them how to balance living well today and tomorrow. “Too many books think retirement is just about finances. Instead, retirement is about looking at life in full and working out what it is you want to do and then turning to finances to make it happen. That’s exactly the focus of the practical and helpful guide.” —Andrew Scott, coauthor of The 100-Year Life “Roger Whitney lays out a plan for today’s modern retiree. If you are exhausted with being fed that retirement is the end game of life, then Roger’s book is a must-read!” —Darryl W. Lyons, author of 18 to 80 “If you’re dreaming of a retirement free of worry, chao and confusion, Rock Retirement will give you the clarity, a solid plan and fresh inspiration to help you get where you want to go.” —Jevonnah “Lady J” Ellison, author of Love Letters for Leading Ladies
Download or read book The One Minute Financial Planner written by Joel Redmond and published by Xlibris Corporation. This book was released on 2011-03-28 with total page 150 pages. Available in PDF, EPUB and Kindle. Book excerpt: Bloomberg says “sell”, but CNBC says “buy”. “Don’t you dare tap your home equity!” says one money expert. “Home equity line rates are at all time lows,” the other expert says. Who are you supposed to believe? Does this sound familiar to you? If so, The One-Minute Financial Planner is for you. Written to bridge the gap arising from a school system lacking in sound money management principles, The One Minute-Financial Planner is filed with useful truths and actionable, easy-to-implement steps that will help make any reader more financially confident. Divided into six general segments, the articles inside the book will help you address misconceptions about dozens of situations that arise every day, whether it’s using a stop-loss order for your biggest stock position or figuring out if your revocable living trust does everything you want it to. The One-Minute Financial Planner is practice, not theory. Written by a practicing financial planner with over six years’ experience at two major Wall Street firms, it breaks down the complex world of finance into sixty common misconceptions people have about investing, planning, and retirement. Best of all, each topic is short, clear, and ends with several real-world, right-now things you can do to improve your financial literacy. Got a minute? Spend it with the One Minute Financial Planner. Your financial well-being may depend on it.
Download or read book Getting Started as a Financial Planner written by Jeffrey H. Rattiner and published by John Wiley and Sons. This book was released on 2010-05-21 with total page 376 pages. Available in PDF, EPUB and Kindle. Book excerpt: There has never been more opportunity for financial planners--or more reasons for financial professionals to consider switching the direction of their careers into this lucrative field. Today's planners will cash in on the huge surge of baby boomers preparing for retirement in the decades ahead. And as the number and complexity of investments rises, more individuals will look to financial advisers to help manage their money. In the new paperback edition of this guide, Jeffrey H. Rattiner, a practicing financial planner and educator, provides a complete, systematic, turnkey framework for the aspiring planner to follow. Starting from the key question, "Why do you want to be a financial planner?" the author guides you through the development of an effective infrastructure and client management system for your practice. The many essential concepts are clearly illustrated with examples from practicing professionals. Throughout this handbook, Rattiner provides personal insights on how and why a planner must develop a solid understanding of client needs before building a comprehensive financial plan. Getting Started as a Financial Planner has everything one needs to know—from how to set up a practice and communicate with clients to how to manage investments and market services—in order to launch a career in financial planning and to attain success in this high-growth profession.
Download or read book Lifetime Lessons written by Stewart Flaherty and published by First Edition Design Pub.. This book was released on 2015-11-19 with total page 64 pages. Available in PDF, EPUB and Kindle. Book excerpt: Stew Flaherty is the Founder and President of Flaherty Consulting Group, an independent financial advisory based in Westerville Ohio. During his 40+ years as a financial advisor, Flaherty has worked with hundreds of individuals and families as they strive towards a more secure financial future and ultimately, a rewarding retirement. His flourishing professional practice is founded on core principles that facilitate a sensible, sustainable approach to successfully managing money. Early in his career, Stew recognized that most financial plans suffered from an inherent flaw. While they looked good on paper, the plans lacked a practical connection to their clients’ lifestyles. To overcome this defect, Flaherty pioneered lifestyle financial consulting, an innovative strategy that provides the critical integration. Clients are able to make sound, realistic financial decisions that align with what is most important in their lives. Importantly, these decisions are made within a secure and nurturing environment. Flaherty has had the privilege of working with multiple generations of families. Parents in these families pass on meaningful financial lessons to their children, such as the principle that successful investing begins not with products but with developing a sound money management process. Flaherty’s leadership and consensus building skills gained national attention when his voluntary struggle to organize, fund and develop a women’s bobsled team resulted in the first ever U.S. Olympic Gold Medal in Women’s Bobsledding at the 2002 Winter Games in Salt Lake City. Despite starting out in 1996 with no sleds, uniforms, coaches, practice facilities, money or support, Flaherty was able to overcome immense obstacles and help inspire a group of enthusiastic young female recruits to achieve their seemingly impossible Olympic Gold dream just six years later. Flaherty achieved this improbable “rags to riches” victory by applying the same principles he uses to help his clients pursue their financial dreams: assess the situation, set goals, create a plan and commit to it. A former mayor and Citizen of the Year award winner in Westerville, Ohio, Stew and Marcia, his wife of 31 years, have four grown children and five grandchildren. Stew is an avid beekeeper, international traveller, photographer and reluctantly retired hockey player. Stewart Flaherty is a financial advisor located at The Flaherty Consulting Group, 577 Office Parkway Suite A, Westerville, OH 43082. He offers securities and advisory services as an Investment Adviser Representative of Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. He can be reached at (614) 891-4844 or at [email protected].
Download or read book The Complete Idiot s Guide to Success as a Personal Financial Planner written by John P. Napolitano and published by Penguin. This book was released on 2007 with total page 356 pages. Available in PDF, EPUB and Kindle. Book excerpt: According to the U.S. Office of Statistics, financial planning is one of the fastest-growing careers in America today. Over 200,000 financial presently work in the marketplace, and the growth rate continues in the double digits. Of those financial planners, over 40 percent are self-employed or outside affiliates with financial institutions. Certified financial planners usually come from financial backgrounds, including accountants, bankers, MBAs, or brokers. But what do you need to become a CFPr and how can you make it a successful career path? The Complete Idiot's Guide to Success as a Personal Financial Planner has it all.
Download or read book One Step Back Two Steps Forward written by LeCount R. Davis CFP® and published by AuthorHouse. This book was released on 2020-01-06 with total page 162 pages. Available in PDF, EPUB and Kindle. Book excerpt: In my search to find a career and to help others while so doing, I had to take a step back and realize my blessings, family and those who helped me along my journey. If I wanted to achieve my mission, I had to first reach the underserved population and help guide them in their financial journey. It is my belief in this mission that greatly influenced me to choose my financial planning career and write this book. My experiences and employment history could be repeated by many people who will not choose to pursue a career in the financial services industry but could benefit from the advantages of financial planning in caring for their families and community. My mission includes inspiring, motivating and preparing the next generation of financial planners, who truly care, to help others while pursuing a successful career.
Download or read book Fee Only Financial Planning written by John E. Sestina and published by John Wiley & Sons. This book was released on 2002-02-28 with total page 256 pages. Available in PDF, EPUB and Kindle. Book excerpt: J.K. Lasser Pro(TM) Before You Plan, Consult J.K.Lasser Innovative Planning That Benefits Professionals and Clients What does it take to be a successful fee-only financial planner? According to John Sestina, acclaimed "father of fee-only financial planning," the only special qualifications are a genuine desire to help people, an ability to listen, and a commitment to lifelong learning. Fee-Only Financial Planning introduces financial planners to the newest, fastest-growing niche in the financial planning field-fee for service rather than commission-based planning. Fee-only planning is attractive to the growing number of clients who want to avoid the long-term payments, lack of objectivity, limited choices, or conflict of interest that can occur with a commission-based payment structure. In his comprehensive how-to guide and easy-to-use reference, John Sestina provides in-depth coverage of the financial planning field. He covers such topics as: * The advantages and disadvantages of fee-only planning for both client and planner * Making the transition from commission-based to fee-based planning * Building a profitable practice with varied client bases * Tailoring to your own work style the system Sestina developed over 35 years of successful private practice * Developing and maintaining productive client relationships For professionals wondering whether fee-only financial planning is in their future, or for anyone in financial services who wants to stay current, Fee-Only Financial Planning is an eye-opening introduction to one of the financial world's freshest, richest entrepreneurial careers.
Download or read book Getting Started as a Financial Planner written by Jeffrey H. Rattiner and published by Bloomberg Press. This book was released on 2010-05-20 with total page 345 pages. Available in PDF, EPUB and Kindle. Book excerpt: There has never been more opportunity for financial planners--or more reasons for financial professionals to consider switching the direction of their careers into this lucrative field. Today's planners will cash in on the huge surge of baby boomers preparing for retirement in the decades ahead. And as the number and complexity of investments rises, more individuals will look to financial advisers to help manage their money. In the new paperback edition of this guide, Jeffrey H. Rattiner, a practicing financial planner and educator, provides a complete, systematic, turnkey framework for the aspiring planner to follow. Starting from the key question, "Why do you want to be a financial planner?" the author guides you through the development of an effective infrastructure and client management system for your practice. The many essential concepts are clearly illustrated with examples from practicing professionals. Throughout this handbook, Rattiner provides personal insights on how and why a planner must develop a solid understanding of client needs before building a comprehensive financial plan. Getting Started as a Financial Planner has everything one needs to know—from how to set up a practice and communicate with clients to how to manage investments and market services—in order to launch a career in financial planning and to attain success in this high-growth profession.
Download or read book Life Centered Financial Planning written by Mitch Anthony and published by John Wiley & Sons. This book was released on 2020-11-03 with total page 248 pages. Available in PDF, EPUB and Kindle. Book excerpt: Bring your financial planning to life by bringing life to your financial planning. Life-Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued shows financial planners and advisors how to radically improve the service they provide to their clients by tying their decisions and strategies to their clients’ life events, stages, and goals. Written by distinguished financial professionals Mitch Anthony and Paul Armson, Life-Centered Financial Planning provides readers with practical advice and concrete strategies to revolutionize their organization and client service by: · Focusing on what matters most to clients, rather than maximizing assets under management or pushing products · Understanding that a strong financial plan means more than simply accumulating as much money as possible · Building a business model that is good for everyone involved: the financial advisor, clients, and the organization · Moving from being a commodity to being your client's trusted advisor The book is perfect for any financial planner or advisor who wishes to adapt to the radical redefinition of financial services taking place today.
Download or read book The Bucket Plan written by Jason L Smith and published by Greenleaf Book Group. This book was released on 2017-08-29 with total page 160 pages. Available in PDF, EPUB and Kindle. Book excerpt: Worry less. Plan more. Do you want a secure retirement, free from worry, stress, and confusion? The Bucket Plan® is a must-read book for anyone serious about creating a practical and sensible financial plan for his or her retirement years. The financialplanning process outlined in this book is based on a three-bucket philosophy of strategically positioning assets to plan for and mitigate the risks and dangers that can occur in retirement. Readers will learn: • The three biggest dangers for your financial future and how The Bucket Plan helps protect from them • A formula for calculating whether you will have an income deficit and, if so, how much money is needed to prevent it • A surefire way to avoid taking on too much investment risk on money you may need in the near future • Much, much more When readers strategically allocate their money using Jason Smith’s three-bucket philosophy, they can create a plan that mitigates risk and offers an opportunity for growth into the future, allowing them to feel more secure about retirement.
Download or read book Rattiner s Financial Planner s Bible written by Jeffrey H. Rattiner and published by John Wiley & Sons. This book was released on 2002-10-10 with total page 316 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Jeff Rattiner has found another way to help producers. This book is a must-have for financial advisors, especially those that aspire to be Million Dollar Producers." -Thomas B. Gau, CPA, CFP President and CEO of Million Dollar Producer "Jeff Rattiner has done it again! His book displays all the essential tools and techniques necessary for advanced planners to succeed in this business. Rattiner's easy-to-read style provides the best in marketing and practice management ideas. This book will help you if you have hit a dead end in your practice. Rattiner tells it like it is by providing a no-nonsense approach to truly taking your practice to the next level. A must-read for the serious financial advisor." -Jim Cannon, President, SunAmerica Securities, Sentra Securities Corporation, and Spelman & Co., Inc. Financial planners provide a variety of services to an array of clients but lack a uniform system for creating a profitable business. Rattiner's Financial Planner's Bible: The Advisor's Advisor collects best practices from the nation's leading financial planners, presenting a prototype turnkey model for achieving financial success for both the client and the practice. Financial planning expert Jeffrey Rattiner emphasizes an ethical, practical approach to financial advising, placing paramount importance on "doing what's best for the client." Drawing on extensive interviews and his own experience, Rattiner delivers can't-miss tips on marketing a financial planning practice, developing an infrastructure, crafting strategic alliances, assessing a business's profitability, and creating the model twenty-first-century practice. This authoritative guide also covers: * Forming a planning advisory board * Establishing a realistic chain of command * Delegating responsibility * Making technology work for you * Charging clients appropriately Running a financial planning business need not be an exercise in trial and error. Rattiner's Financial Planner's Bible delivers a compelling model for advising success.
Download or read book Financial Therapy written by Bradley T. Klontz and published by Springer. This book was released on 2014-09-10 with total page 381 pages. Available in PDF, EPUB and Kindle. Book excerpt: Money-related stress dates as far back as concepts of money itself. Formerly it may have waxed and waned in tune with the economy, but today more individuals are experiencing financial mental anguish and self-destructive behavior regardless of bull or bear markets, recessions or boom periods. From a fringe area of psychology, financial therapy has emerged to meet increasingly salient concerns. Financial Therapy is the first full-length guide to the field, bridging theory, practical methods, and a growing cross-disciplinary evidence base to create a framework for improving this crucial aspect of clients' lives. Its contributors identify money-based disorders such as compulsive buying, financial hoarding, and workaholism, and analyze typical early experiences and the resulting mental constructs ("money scripts") that drive toxic relationships with money. Clearly relating financial stability to larger therapeutic goals, therapists from varied perspectives offer practical tools for assessment and intervention, advise on cultural and ethical considerations, and provide instructive case studies. A diverse palette of research-based and practice-based models meets monetary mental health issues with well-known treatment approaches, among them: Cognitive-behavioral and solution-focused therapies. Collaborative relationship models. Experiential approaches. Psychodynamic financial therapy. Feminist and humanistic approaches. Stages of change and motivational interviewing in financial therapy. A text that serves to introduce and define the field as well as plan for its future, Financial Therapy is an important investment for professionals in psychotherapy and counseling, family therapy, financial planning, and social policy.
Download or read book Badges and Budgets written by Jason Hoschouer and published by . This book was released on 2016-04-12 with total page 58 pages. Available in PDF, EPUB and Kindle. Book excerpt: Do you feel like you're living paycheck to paycheck? Are you fearful of the word "budget"? Are you tired of feeling the stress of managing your personal finances?In Badges and Budgets, you will find the solution to these problems and more!Jason is a 17-year law enforcement veteran. Between 2009 and 2011, Jason and his wife paid off nearly $78,000 in debt on just his income. He became a financial coach in 2013 under the tutelage of Dave Ramsey's team.Badges and Budgets allows Jason to partner with you on your journey to from unorganized, overextended, and stressed to organized, intentional, and confident!Inside, you'll learn:- The "WHY" behind building a budget and getting out of debt.- How to ORGANIZE your monthly bills.- How to BUILD your first budget.- The PROCESS of maintaining a budget.Badges and Budgets takes a law enforcement professional's experience with debt elimination and budget creation and relates it in a simple, humorous, and effective manner. Here's to the beginning of your rewarding journey!
Download or read book So You Want to Be a Financial Planner written by Nancy Langdon Jones and published by Advisorpress. This book was released on 2007 with total page 288 pages. Available in PDF, EPUB and Kindle. Book excerpt: Finally, together in one place, a comprehensive step-by-step career as a financial planner. Here is everything you need to know - from getting the right credentials to getting the right clients. Over the next few decades, billions of dollars will be changing hands as millions of Baby Boomers retire. Learn how you can play an important role in ensuring the financial health of future generations.So You Want to Be a Financial Planner: . Tells you what credentials you need. Shows you where to find the best schools for licensing and registration. Clearly defines how commission and fee-only planners differ. Provides a planner's 'toolbox' of hardware, software and internet sites. Cuts through the maze of regulatory red tape. Gives you proven marketing techniques to jump-start your practice
