The Smart Person’s Guide to Financial Planning & Investments: A Simple and Straightforward Approach to Understanding Your Personal Finances
For most of us, financial planning is an intimidating and overwhelming subject. There are so many elements to consider and so much information from a seemingly endless sea of voices. And with advancements like robo-advisors, cryptocurrency, and investment apps added to the mix, it can feel impossible to keep up. But it doesn’t have to be that way. What if you could cut through the confusion to finally feel confident and in control of your finances? It’s time to get smart about your money management.
Available now
Get your copy today!
Cut through the confusion to finally feel confident and in control of your finances. Fill out the form below and receive a direct link to preview my new book.
Look Inside
Independent Financial Planning
Your Ultimate Guide to Finding and Choosing the Right Financial Planner
Let’s face it—financial planning is confusing and overwhelming for most people. There’s more information than you can possibly sort through, and too many voices telling you what to do with it.
Feeling lost? You’re not the only one—but you don’t have to navigate the wilds of financial planning alone.
The right financial advisor is the best ally you can have as you build wealth and secure your future. But how do you know who to choose?
Independent Financial Planning walks you step-by-step through the process of finding and choosing the right financial advisor. If you’re ready to take control of your financial future and start planning for success, you need this straightforward, user-friendly, and no-nonsense guide.
You’ll learn how to find and vet financial advisors, discover the six steps to financial planning, and determine which financial products best suit your needs. And you’ll find out how to distinguish between a financial advisor and a salesman—and why that distinction can make a huge difference in your financial security.
Comprehensive but accessible, Independent Financial Planning will show you how to find an advisor who can meet you where you’re at financially—and understand where it is you want to go. Whether you’re planning for retirement or planning to travel the world, Independent Financial Planning is the only guide you’ll need to finding the best financial advisor for your needs.
For more information or to purchase the book, please visit one of the following websites
MeetThe Author
Mike’s journey as an author first began in the late 1990s while working as a financial advisor at a large firm. Disturbed by the repeated misconduct and settlements involving large banks and brokers, institutions that promoted themselves as trustworthy while resisting fiduciary standards, he set out to help people understand what truly independent advice looks like and how to find it. That mission became his first book, published in 2014, Independent Financial Planning: Your Ultimate Guide to Finding and Choosing the Right Financial Planner. Mike’s debut work explored what truly independent investment advice and financial planning look like, while guiding readers on how to find a trustworthy advisor.
His second book, The Smart Person’s Guide to Financial Planning & Investments: A Simple and Straightforward Approach to Understanding Your Personal Finances, was built upon the foundation of the first, but offers a more hands-on approach. It provides an overview of investments, financial planning processes, and actionable steps clients can take to work effectively with an advisor. The material drew from years of notes and experience, becoming a valuable resource for both new and existing clients.
As someone whose primary work is not writing, sharing his ideas publicly came with the fear of being judged. Despite this, Mike has received positive feedback and views his authorship as one of his proudest professional accomplishments. Looking ahead, Mike is considering a third book; one that would explore how to use the tax code strategically to boost cash flow, create a lasting legacy, and enhance charitable giving.
