Journey to Your Summit: Intersection of Life Planning and Financial Literacy with a Spiritual and Disciplined Focus

Money needs to work for you, not the other way around. Having been involved with high net worth individuals for much of his career, the author has rarely encountered anyone who has optimized both their life plan and their financial plan.

This book seeks to change that. It is about life lessons-about the importance of having a life plan, of setting your goals-both financial and personal-and having realistic ways to achieve those goals, as well as to adjust them along the way. It is also impor...