Financial Planning 3.0: Evolving Our Relationships with Money
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Financial Planning 3.0: Evolving Our Relationships with Money

by Richard B Wagner Jd Cfp(R)

Business Finance
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Explores how people and advisors can transform their relationship with money to align with deeper values and purpose.

About This Book

Financial Planning 3.0 explores evolving attitudes toward money and the advisory relationship.

The book encourages readers to consider broader goals and values in financial decision-making.

It offers insights for both individuals and professionals seeking a more meaningful approach to wealth.

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I will be using this book for: