Overview

The Fiscal Therapy Solution: Six Steps to Personal and Business Financial Health is an easy-to-read, step-by-step, guide to transforming your finances and your relationship to money. In these pages, Marc J. Bernstein reveals his unique Fiscal Therapy approach to financial planning, in which goals and dreams become reality not only by tackling the numbers but also by never losing sight of what's important: getting the most out of life. Many people spend their entire lives feeling a sense of unease around personal finance, and even very wealthy people tend to spend a lot of time worrying about money, whether it's what they are doing with their money, or what they aren't doing with it. The Fiscal Therapy approach represents a powerful means for thinking about money in a new way--with a sense of ease and abundance, rather than stress and uncertainty--and for building long-term security for you and your family, your business and estate, and your partners and heirs. In this book, you'll find the proven Fiscal Therapy Solution. Marc J. Bernstein is a financial planner, strategist, and the founder of MWealth Advisors, which he established after twenty-five years as a Senior Partner in a major regional financial services firm. Bernstein is the creator of the Fiscal Therapy Solution model of financial planning, in which clients partner with a trusted advisor to turn dreams and financial goals into reality. Bernstein holds a BA in music from the University of Delaware and a Juris Doctor degree from the Ohio State University College of Law. He brings his creativity, legal expertise, and deep experience in financial planning to assist each of his clients in their distinct financial circumstances. A chartered Financial Consultant (ChFC(R)), Chartered Life Underwriter (CLU(R)), and Chartered Advisor in Philanthropy (CAP(R)), Bernstein is also an accomplished musician and a dedicated community servant.

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9781949003437

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