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Plan for Happy: A step-by-step guide to growing your money

Posted By: Free butterfly
Plan for Happy: A step-by-step guide to growing your money

Plan for Happy: A step-by-step guide to growing your money by Adam Walkom
English | November 28, 2023 | ISBN: 1915229391 | 184 pages | PDF | 2.36 Mb

Everybody in this world needs financial help, they just don't know they need it yet. As a qualified financial planner I can only help so many people and as a business owner I have to charge to do this. But financial advice is so important, I wanted to make this available to everyone.

This book is basically like I am working directly with the reader and taking them through our financial planning process - from understanding their financial history, to setting long-term goals and everything in between.

The book has specific actions the reader can take in terms of increasing saving, how to be tax-efficient in their investing and what investment strategy they can use.

A wonderful book. Financial planning is, when done properly, as much a question of philosophy and psychology as it is about economics and finance. It is always welcome to see someone recognise this. Rory Sutherland, Vice Chairman, Ogilvy

Feel Free to contact me for book requests, informations or feedbacks.
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