Synopsis
Fifth Edition - updated in 2018, Bert's unique behavioral finance approach goes beyond mere number crunching to help people understand and overcome the complex psychological baggage they bring to their financial decisions. Tested and confirmed by hundreds of Bert's clients including celebrities such as Andrew Weil, M.D., who wrote the foreword for the book, This system shows readers how to identify areas of financial dysfunction and offers specific strategies designed to help different personality types achieve financial freedom by working with their own natural inclinations.
About the Author
Recognized as leading authority on financial planning, Bert Whitehead, JD, MBA, is a fee-only personal financial advisor and tax attorney. He ran his own practice, Cambridge Connection, Inc. for over 50 years and also founded the ACP (Alliance of Comprehensive Planners). When he began his career in 1972, he pioneered the Cambridge/ACP System, a comprehensive approach that helps everyday people manage their financial lives. He has been, and continues to be, a speaker at industry conferences and has often been quoted in the Wall Street Journal, Investment News, and many others. He also writes a periodic blog on topics of interest to clients.
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