Overview

In Am I Going to be Okay? (And is Okay enough?) CERTIFIED FINANCIAL PLANNER™ Patti Brennan reveals her time-tested approach to answering these questions. Drawing on over three decades of experience, Patti tackles the most common worries, mistakes, and challenges facing many Americans irrespective of their age and number of zeros in their net worth. The book introduces a comprehensive process for creating a system that is tailored to your unique goals, resources and challenges. Readers will also learn powerful strategies that can accelerate progress. With wisdom, empathy and humor, Patti offers practical strategies and tools for taking control of your financial life so you can focus on what matters most. You’ll discover how to maximize your resources, minimize your taxes, and make confident decisions that are right for you and the people you love.

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9781946633569

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PATTI BRENNAN, CFP®, CFS, and CEO of Key Financial, Inc., is a globally recognized financial advisor known for her comprehensive services and unwavering commitment to her clients and community. In 1990, she founded Key Financial, growing the firm to manage over $2 billion in assets. With a background in nursing from Georgetown University, Patti brings compassion to her work and strives to help clients feel secure and cared for like family. Patti's ability to communicate complex financial concepts in understandable terms has earned her recognition from Forbes, The Financial Times, and Barron's as one of the Top Advisors in America for nearly two decades. She serves on the boards of various institutions and nonprofits, and is a sought-after speaker at conferences throughout America and abroad.

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