Author : Jeff Bernier CFP, CHFC, CFS
Publisher : Advantage Media
Page : 0 pages
File Size : 54,7 Mb
Release : 2022-10-18
Category : Electronic
ISBN : 164225262X
The Money and Meaning Journey by Jeff Bernier CFP, CHFC, CFS Pdf
"I've had a successful career, and I'm financially comfortable-but it still seems like something is missing." You're not alone. Jeff Bernier has seen countless people in this situation-they seem to be living the American Dream, but they find themselves missing out on joy and a sense of purpose. In The Money and Meaning Journey, Bernier imparts some of the wisdom he has gained from over thirty-six years of being a financial advisor who understands that the goal of financial planning should not be to outperform the market, but to fund your dreams. This book outlines a goal-focused and evidence-based process that focuses on the rate of return you need to fulfill those dreams. Sure, you'll read about risk management, retirement planning, investments-but more importantly, you'll receive guidance on discovering the larger, more significant purpose that all of these subjects serve. This is a new kind of finance book: one that doesn't separate your bank statement from your inner life, your spiritual quest from your material needs, or your money from your life's meaning.