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What is the Book About?

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.

My contribution tells the story of Sara and Leo. They came to me when Leo was diagnosed with Stage IV Lung Cancer and details the relationship we developed as Leo battled cancer. It lets you into the world of what it is like trying to live life to the fullest while dealing with the struggles of a terminal disease and trying to prepare their finances for a world when Leo dies. I’m privileged to share the gifts Sara and Leo gave each other, as well as me.

You can order the book on Amazon and other major retailers.

100% of net proceeds are donated back to nonprofits supporting financial literacy!

More Than Money Book