More Than Money: Real Life Stories of Financial Planning
Language: English
Published by Harriman House, 2023
- Softcover
- Used
Seller: Gulf Coast Books, Cypress, TX, U.S.A.Gulf Coast Books
AbeBooks seller since June 27, 2017
Condition: Used - Fair
£ 4.27
Quantity: 1 available
Add to basketSeller Inventory # 0857199900-4-36267199
- Title
- More Than Money: Real Life Stories of Financial Planning
- Publisher
- Harriman House
- Publication year
- 2023
- Condition
- Fair
- Binding
- paperback
- Language
- English
- ISBN 10
- 0857199900
- ISBN 13
- 9780857199904
- Item weight
- 11 ounces
- Dimensions
- 5x0x8
Despite an expansive array of financial planning tools, advice, and gurus, putting real financial planning into practice is deeply personal – and incredibly difficult.
More Than Money: Real-Life Stories of Financial Planning is a collection of surprising and inspiring true stories that reveal how real clients applied financial planning to derive tangible results that changed their lives.
These stories by award-winning financial advisors feature people from all walks of life – young and old, those in debt and those with great wealth – and a wide variety of situations, from designing a desired lifestyle to dealing with catastrophe. They show how well-thought-out, personalized, and high-touch financial planning can truly impact lives for the better.
These leaders in a growing industry remind us that financial planning is more than dollars and cents – it is about resourcing dreams and improving lives in the near-term and beyond.
Financial planning is More Than Money.
Contributions from: Elliott Appel, Michael H. Baker, Vincent R. Barbera, Jordan Benold, Todd Bessey, Todd A. Bryant, Marguerita Cheng, Kevin D. Christensen, Christopher Clepp, Cathy Curtis, Shanna Due, Jessica L. Fahrenholz, Brett K. Fellows, Matt Fizell, Steven Fox, Melissa Joy, Michael Kelly, David Kuzma, Douglas M. Lynch, Kevin Mahoney, Andrew Martz, Stephanie W. McCullough, Dana J. Menard, Amar Pandit, Matthew G. Ricks, Jeffrey J. Smith, Nicola Tomlin, Simon A. Tryzna.
"Synopsis" may belong to another edition of this title.
About the Author
Taylor Schulte, CFP® is the founder of Define Financial, a fee-only financial planning firm dedicated to helping people over age 50 lower taxes, invest smarter, and retire with confidence. He’s also the co-founder of the Advisors Growing as a Community (The AGC) and host of the Stay Wealthy Retirement Show, a Forbes top ten podcast. Schulte was named the #2 top independent financial advisor by Investopedia in 2022. His contributions are regularly featured in Kiplinger, Business Insider, and CNN. He is a contributor to two books: More than Money and Even More Than Money.
Shanna Due is a Certified College Financial Consultant (CCFC), CERTIFIED FINANCIAL PLANNER® professional, and Accredited Financial Counselor®. She is the founder of Due Financial, the editor of More Than Money, and Even More Than Money, as well as an advisor for The Braun Financial Literacy Program at the Boehly Center, Mason School of Business, College of William & Mary. Shanna guides parents and students through the complex financial aid landscape so families can make smart, informed decisions without sacrificing retirement plans or limiting a student’s future with unnecessary debt. She brings clarity, confidence, and strategy to one of the biggest financial decisions a family will make.
"About the title" may belong to another edition of this title.
Gulf Coast Books
Cypress, TX, U.S.A.
AbeBooks seller since June 27, 2017
Shipping rates within U.S.A.
| Item | 4 to 8 business days | 2 to 6 business days |
|---|---|---|
| First item | £ 0.00 | £ 0.75 |
Payment methods
Specialty
all genres, all categoriesSeller's business information
Gulf Coast Books, LLC
3092 LAKEVIEW RD
Memphis, TN U.S.A. 38116
Right of withdrawal
If you are a consumer you can withdraw from the contract in accordance with the following. Consumer means any natural person who is acting for purposes which are outside his trade, business, craft or profession.
Information regarding the right of withdrawal
Statutory right to withdraw
You have the right to withdraw from this contract within 14 days without giving any reason.
The withdrawal period will expire after 14 days from the day on which you acquire, or a third party other than the carrier and indicated by you acquires, physical possession of the last good or the last lot or piece.
To exercise the right of withdrawal, electronically fill in and submit a clear statement on our website, under "My Purchases" in "My Account". We will communicate to you an acknowledgement of receipt of such a withdrawal on a durable medium (e.g. by e-mail) without delay.
To meet the withdrawal deadline, it is sufficient for you to send your communication concerning your exercise of the right of withdrawal before the withdrawal period has expired.
Effects of withdrawal
If you withdraw from this contract, we will reimburse to you all payments received from you, including the costs of delivery (except for the supplementary costs arising if you chose a type of delivery other than the least expensive type of standard delivery offered by us).
We may make a deduction from the reimbursement for loss in value of any goods supplied, if the loss is the result of unnecessary handling by you.
We will make the reimbursement without undue delay, and not later than 14 days after the day on which we are informed about your decision to withdraw from this contract.
We will make the reimbursement using the same means of payment as you used for the initial transaction, unless you have expressly agreed otherwise; in any event, you will not incur any fees as a result of such reimbursement.
We may withhold reimbursement until we have received the goods back, or you have supplied evidence of having sent back the goods, whichever is the earliest.
You shall send back the goods or hand them over to Gulf Coast Books, Houston, Texas, U.S.A., without undue delay and in any event not later than 14 days from the day on which you communicate your withdrawal from this contract to us. The deadline is met if you send back the goods before the period of 14 days has expired. You will have to bear the direct cost of returning the goods. You are only liable for any diminished value of the goods resulting from the handling other than what is necessary to establish the nature, characteristics and functioning of the goods.
Exceptions to the right of withdrawal
The right of withdrawal does not apply to:
- The delivery of newspapers, journals or magazines with the exception of subscription contracts; and
- The supply of digital content which is not supplied on a tangible medium (e.g. on a CD or DVD) if you accepted when you placed your order that we could start to deliver it, and that you could not withdraw once delivery had started.