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Bibliographic Details

Title: More Than Money: Real Life Stories of Financial Planning
Publisher: Harriman House
Publication Date: 2023
Language: English
ISBN 10: 0857199900
ISBN 13: 9780857199904
Binding: Soft cover
Condition: good

About this title

Synopsis

Despite an expansive array of financial planning tools, advice, and gurus, putting real financial planning into practice is deeply personal – and 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 life – young and old, those in debt and those with great wealth – and 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 cents – it is about resourcing dreams and improving lives in the near-term and beyond.

Financial planning is More Than Money.

Contributions from: Elliott Appel, Michael H. Baker, Vincent R. Barbera, Jordan Benold, Todd Bessey, Todd A. Bryant, Marguerita Cheng, Kevin D. Christensen, Christopher Clepp, Cathy Curtis, Shanna Due, Jessica L. Fahrenholz, Brett K. Fellows, Matt Fizell, Steven Fox, Melissa Joy, Michael Kelly, David Kuzma, Douglas M. Lynch, Kevin Mahoney, Andrew Martz, Stephanie W. McCullough, Dana J. Menard, Amar Pandit, Matthew G. Ricks, Jeffrey J. Smith, Nicola Tomlin, Simon A. Tryzna.

About the Authors

Justin Castelli, RLP�, CFP� is a financial advisor, guide, creator, and founder of Santiago, a firm rooted in the belief that money is a tool for living an authentic, purpose-driven life. Through his AlignedLife framework, Justin guides individuals to align their finances with their spirit, mind, and body―helping them remember who they are and why they’re here. A devoted husband and father, he sees his work not just as planning, but also as a sacred invitation to live with intention, clarity, and deep fulfillment. He is a contributor to two books: More Than Money and Even More Than Money.

Taylor Schulte, CFP� is the founder of Define Financial, a fee-only financial planning firm dedicated to helping people over age 50 lower taxes, invest smarter, and retire with confidence. He’s also the co-founder of the Advisors Growing as a Community (The AGC) and host of the Stay Wealthy Retirement Show, a Forbes top ten podcast. Schulte was named the #2 top independent financial advisor by Investopedia in 2022. His contributions are regularly featured in Kiplinger, Business Insider, and CNN. He is a contributor to two books: More than Money and Even More Than Money.

Shanna Due is a Certified College Financial Consultant (CCFC), CERTIFIED FINANCIAL PLANNER� professional, and Accredited Financial Counselor�. She is the founder of Due Financial, the editor of More Than Money, and Even More Than Money, as well as an advisor for The Braun Financial Literacy Program at the Boehly Center, Mason School of Business, College of William & Mary. Shanna guides parents and students through the complex financial aid landscape so families can make smart, informed decisions without sacrificing retirement plans or limiting a student’s future with unnecessary debt. She brings clarity, confidence, and strategy to one of the biggest financial decisions a family will make.

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