The Book

Money needs to work for you, not the other way around. Having been involved with high net worth individuals for much of his career, the author has rarely encountered anyone who has optimized both their life plan and their financial plan.

This book seeks to change that. It is about life lessons—about the importance of having a life plan, of setting your goals—both financial and personal—and having realistic ways to achieve those goals, as well as to adjust them along the way. It is also important that your partner and family subscribe to the same common vision .. The book’s message is told through many true stories, experiences, observations, and examples. It is intended to be thought provoking, a catalyst for change, lighthearted but taken to heart, spiritual for the not-so-religious, and to provide balance for the unbalanced, and many, many practical insights.

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