Overview

ORGANIZE Your Wealth - Canadian Edition As uncomfortable and tedious as organization may be, with the help of his book, Dave walks you through the simple processes that lead to an overwhelming feeling of accomplishment. He takes the confusion and overthinking out of the equation, allowing you to focus on the doing. There are many great books on financial planning you can read that will teach you about personal finance. You will learn how to set attainable goals and how to create a plan to achieve financial independence. Personal finance books will give you the rules and tell you stories that incorporate what you have learned, but when you are finished reading the book you are on your own to organize your finances and implement a plan using the knowledge you have acquired. This book is the how-to sequel to the other books you've read and will help you organize your wealth in 3 simple steps: Your Plans: Starting with a self-assessment to provide insight into your financial situation, you will define your goals and communicate your views and intentions to your family and anyone that is involved in helping you manage your wealth. Professional Advice: Next you will record information about the financial advisors you interact with now, and in the future. Their contact information, your meeting notes, and any recommendations made based on their financial analysis and projections are recorded to ensure they continue to align with your needs. Financial Inventory: To help you stay organized, there are numerous checklists and worksheets where you can record all your financial transactions. Properly maintained, this financial inventory will be a record of the transactions you make, ensuring that all your financial advisors will have access to the information they will need to effectively advise you.

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9781698871172

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