Overview

Achieving Financial Fulfillment: Remove the Stress of Financial Decisions to Live the Life You Imagine explores: - Human emotions and money decisions - The 'fulfillment' that can come from small financial successes throughout your life - Fundamentals of investing and the importance of income tax planning - How to plan for the future you see for yourself When was the last time you checked something off your 'to do' list and then felt the satisfaction that the task was now behind you? Or how did you feel when you finally got that credit card paid off or that raise you were seeking? Throughout our lives there are many different milestones, some big and some small, that bring us joy and contentment. The purpose of this book is to help you have more of those 'I made it' feelings and less of the worry in your life that can come from managing your finances. While there is no sure way to guarantee any particular success will come your way, perhaps you can get a little closer or breathe a little easier. Each of us deserves to have success, financial or otherwise. Remember, every big goal that you have can be reached more easily if you break it down into one manageable task at a time.

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Reviews

"""The mountain of information and competing ideologies on the internet has made it such a challenge to find objective answers to even the simplest of financial questions. So many people are stumbling around in the dark. What a refreshing consolidation of the most important financial topics every household should aim to understand."" - Devon Klumb, Betterment for Advisors ""What a fantastic resource for anyone looking to get their financial house in order! Achieving Financial Fulfillment does a great job of balancing what you need to know without being overly technical. This book can help anyone build a strong foundation for their financial life.""- ​Roger Pine, CEO and Co-Founder, Holistiplan ""Achieving Financial Fulfillment does an excellent job of covering the important areas of financial planning simply and thoroughly. I especially like the way it informs readers just how important planning ahead and living within your means are to your financial wellness. Investors have a lot to consider when choosing a financial advisor, and Chapter 5 makes it clear that a Fiduciary and Fee-Only advisor puts the needs of the client first."" - Allan Slider, Founder, Fee-Only Network"

Author Information

"Mike is the Founder of Whitford Financial Planning. While working in the financial planning profession, he found the perfect intersection of his passion for helping others and his enjoyment of working with numbers. ""People are always going to worry about their finances to a certain degree, but I strive to give them confidence to make smart decisions that will improve their overall financial position."" - Michael Helveston, CFP(R), CRPC(R)"

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