The Money Plan: Creating Personal Wealth for a Secure Future

Overview

The Money Plan is exactly as the title has it: a PLAN that describes specific, conservative strategies that worked to create significant wealth for the author over the last twenty-five years. The reader learns and follows in a generally safe and secure path. As Lee states, “This Plan is not the only way to accumulate and manage wealth. Other financial people have different notions that may also be successful. But I have never seen their methods clearly presented step-by-step on ...

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Overview

The Money Plan is exactly as the title has it: a PLAN that describes specific, conservative strategies that worked to create significant wealth for the author over the last twenty-five years. The reader learns and follows in a generally safe and secure path. As Lee states, “This Plan is not the only way to accumulate and manage wealth. Other financial people have different notions that may also be successful. But I have never seen their methods clearly presented step-by-step on paper. In this respect, The Money Plan is unique.”

The Plan is drawn from Lee’s personal experience, and delivered from that perspective. “It has been nearly four decades since I first entered the workaday world and decided to accumulate enough wealth to ride out any financial storm, retire earlier than most people, and leave enough of an estate to assure some security to my future family. In that time, two things have been proven beyond any doubt. First, there are rules which make it easier to gain success and compensation. And second, you have to formulate and carry out a specific Plan based on sound reasoning and safety.”

The Money Plan covers the entire spectrum of financial behaviors and investments in a progressive, logical fashion, from savings accounts and CDs to Exchange Traded Funds. Sidebars call out tested software and Internet resources as well as particular tips.

 

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Product Details

  • ISBN-13: 9781936467006
  • Publisher: Vantage Press, Inc.
  • Publication date: 6/27/2011
  • Pages: 240
  • Product dimensions: 5.50 (w) x 8.40 (h) x 1.10 (d)

Meet the Author

Steven J. Lee has lived The Money Plan. He currently runs a $40 million venture investment fund, SL Consultants, Inc. In 2007 he sold PolyMedica Corporation, a NASDAQ-listed company, for a total of $1.5 billion. He built and sold several other companies in technology and biotech, and served as Chairman of Boston’s Shawmut National Ventures. He has a Bachelor’s from Lehigh (where he is a Trustee), a law degree from Fordham, and an MBA from Wharton. Sorry, no Ph.D. (yet). Steve is married and has two grown children.

Steve’s other six books on finance are complex works on venture capital, mergers, acquisitions and real estate designed for the professional reader. This book was conceived for his grown children to learn something practical about managing their assets.

 

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