More Than Money

Despite an expansive array of financial planning tools, advice, and gurus, putting real financial planning into practice is deeply personaland 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 lifeyoung and old, those in debt and those with great wealthand 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 centsit is about resourcing dreams and improving lives in the near-term and beyond. Financial planning is More Than Money.

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