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Values-Based Financial Planning : The Art of Creating and Inspiring Financial Strategy
by Bill Bachrach
Product Group: Book
Publisher: Aim High Pub (2000-07)
ISBN: 1887006036
EAN: 9781887006033
Hardcover: 163 pages
Edition: 1st
SKU: 071222002
Condition: Used: Very Good
Comments: This copy states First Edition 2000. It is in excellent condition. No visible markings, highlights, underlining, tears. Tight spine. Clean Dust Jacket and Hard Cover. Light to minimum shelf wear. Very interesting copy on Financial Planning, worth having at an affordable price. (K3-107)
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Editorial Reviews
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Product Description
In the grand scheme of things, money's not that important. It's important only to the extent that it allows you to enjoy what's important to you. And not worrying about your finances is critical to having a life that excites you, nurtures those you love, and fulfills your highest aspirations. If you want to make smart choices about money, based on what is important to you--your core values--this book is for you. This informative and well-written book will help you build a financial strategy, starting with your own unique values--what is truly important to you. By defining these unique values, you can create a plan that not only looks good on paper, but spurs you to follow through and achieve your goals. Values-Based Financial Planning: The Art of Creating and Inspiring Financial Strategy will help you realize what's important to you, align your financial choices with the great life you want, and become inspired to do whatever it takes to have that life.
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Customer Reviews
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Don't buy this book. Get it for free from...
Rating  (5)
Date: 2008-10-11
Don't buy this book. Get it for free from your local Values-Based Financial Planning professional - who will also offer you a complimentary 20-minute telephone consultation to help you understand how the concepts in the book can have a positive impact for you.
Contrary to what some other reviewers have said, it is not a gimmick designed to sell, manipulate, or convince you to do anything. It is about helping you align your financial choices with your core values - so you can have a better quality of life.
I am a Certified Financial Planner practitioner, have been a financial advisor for thirty years, and a practitioner of Values-Based Financial Planning for four years. In my considerable experience, the philosophy described in the book is one of the best for helping you achieve your goals and realize your values.
But it only appeals to a certain segment of the population: people who are serious about financial success and who want to be financial delegators. It does not appeal to do-it-yourselfers or collaborators. There's nothing wrong with doing it yourself or collaborating with a financial advisor. Just remember that the best professionals in any field don't collaborate with amateurs.
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orchestrated, manipulative sales tool disguised as information
Rating  (1)
Date: 2008-01-07
3 out of 5 customers found this reveiw helpful
Note that I received this book "free" from a financial planner "offering" to "assist" me with my finances. Red flag. It turns out that this book is the most shamelessly orchestrated written sales tool I've ever seen. The sales technique compares to the various investing and real estate seminars held in hotel ballrooms "this weekend only, don't miss it!".
First, the book is filled with BIAS. In one example, it presents several choices for determining whether you are a financial do-it-yourselfer, collaborator, or delegator. Then each investor type is described; interestingly, the only one described favorably is the delegator (the one who would hire a financial person). THAT is blatent bias.
Next, I was actually downright stunned to read the chapter about choosing an advisor: "People who are great in any field don't have to spell it out. You can tell by potential advisors' behavior and demeanor whether they are good at what they do."
What?! By their BEHAVIOR and DEMANOR?
The chapter continues to tell you that certifications, track record, and years of experience have little value. While I would certainly agree that these qualifications by no means "guarantee" someone's expertise, I would smartly evaluate by THOSE criteria before I would "rely on your gut reaction to the individual you're meeting and use certain other criteria" (carefully-scripted checklist coveniently provided) "as a backup."
I could cite example after example of how this book carefully crafts your thinking, pandering to your desire to be smart, savvy, wise, and values-oriented. Interestingly, the book decries salesmanship as old-fashioned and shameless, yet it is itself a fine example of a sales technique.
I'd also like to note the method of the professional who gave me this book exactly matches the description given in the book. How convenient; read the book first then realize (wow!) that the guy you are talking to is JUST like the ideal financial advisor recommended in this book (what LUCK!). (Fortunately, I am clued-into the process because a new client of this advisor has filled me in.)
Overall, I don't think there is any information of value to investors in this book. If readers are not aware and savvy, they could be persuaded by this propaganda and let their thinking become sloppy; the next step is placing a huge amount of trust in an advisor trained in the method of "Values-Based Financial Planning" TM (note the title page reveals the title of this book is a trademark, not a general description as it appears to be on the cover).
That said, I guess I would highly recommend this book for financial advisors seeking easily-manipulated clients!
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Excellent Book "Must Read"
Rating (5)
Date: 2007-10-07
I have been investing over 18 years with a this concept. Love it, It pays, I sitting on a very nice nest egg. Trust, your values are the key to successful plan. I have many friends that think they can do this by themselves and are broke. All the trades online will take you down the drain. I have seen it. The book is on target. It is a quick read, to the point. After reading this one read the book Elephant in the Room.
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My advice to you is....
Rating (5)
Date: 2007-07-30
1 out of 1 customers found this reveiw helpful
If you are an Advisor, read the book for the good of your clients. If you are a client, read the book for your benefit and the benefit for your Advisor. The main focus is on personal values, but the issue of the Client-Advisor relationship is explored as well. You may be a nightmare Advisor, or you may be a nightmare Client. Find out, and if so, fix it!
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Give Credit Where Credit Is Due
Rating (5)
Date: 2006-06-16
6 out of 6 customers found this reveiw helpful
As a financial professional who strives daily to help my clients make smart choices about their money, I am impressed by Bill's personalized approach to helping people take control of their lives by showing them ways to create and implement a viable foundation for their ideal financial future. There are many approaches of course, perhaps infinite, to planning wisely for your future. No one method or process is perfect. However, if you're truly serious about taking financial control over your future, whether you invest for yourself or work with a competent professional, then seek ideas and methods that are focused on helping YOU fulfill what's important to you in life. Bill's work talks directly about doing this and in beneficial ways that can help you make real progress towards achieving your lifetime goals and fulfilling your values.
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