Purpose of the Book

The purpose of this book is to share my formula for building financial plans and managing investments. I draw from personal as well as academic and professional experiences to form a comprehensive approach.

Whether reading this to understand how an advisor can help or you want to use my recipe to manage your own wealth, this book will provide insight into making the most of your financial well being.

My step-by-step approach serves as a guide that will close many common gaps that investors encounter. The objective is to make the process timeless.

Background and Approach

We will first begin by understanding where I came from and how my thoughts were formed over the years. This will lead into the practical applications for managing wealth, from getting started with investment selection, to ongoing monitoring.

I believe strongly in education, process, and ethics; this book serves as my platform to document and share my method.