Real Life Financial Planning: An Easy-to-Understand System to Organize Your Financial Plan and Prioritize Financial Decisions (2nd Edition)

There is an abundance of information out there on financial planning - tips on general investment strategies, methods for portfolio diversification, steps to turn hundreds into thousands - but these don't always incorporate sound, experience-related, applicable advice. In Real Life Financial Planning CFP Todd Bramson strives to impart the knowledge he has gained from 20+ years working directly with individuals, customizing their financial plans and addressing their specific questions. Contrary to most financial planning publications and plans themselves, which assume everyone lives a long life and saves a good portion of their income through quality investments, this book addresses issues that arise in real life - those both expected and unforeseen - and stresses the importance of working with a trained professional to develop and implement a financial plan that meets individual goals and objectives. At its core, this title sets forth practical methodology for understanding, organizing and prioritizing financial decisions, whatever the intended outcome may be.

You will learn how to prioritize your many competing financial decisions and manage your complex financial life. The result is a financial plan that decreases worry and stress, knowing that you are in control and are systematically building and protecting your wealth. There is an amazing amount of practical advice packed into this book based on the wisdom gained from over 10,000 individual meetings that Todd has had with his clients…people just like you.

You will learn to: organize your financial affairs to meet your needs; prioritize decisions so that you know what to do when; maximize financial security with correct insurance and asset protection strategies; get control of your financial life; begin a path toward financial independence, and much, much more!