CFO Dad

Stock brokers, financial advisers, investment sales people- how do you know who to turn to for objective financial advice? How can you cut through the marketing and misinformation on how to most effectively build wealth? The world is filled with people trying to sell you something and it's tough to separate sales from professional and objective advice. In his book, CFO Dad: How to Lead Your Family to Financial Freedom and Security, Jonathan Baird CFPⓇ guides his readers...
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Stock brokers, financial advisers, investment sales people- how do you know who to turn to for objective financial advice? How can you cut through the marketing and misinformation on how to most effectively build wealth? The world is filled with people trying to sell you something and it's tough to separate sales from professional and objective advice. In his book, CFO Dad: How to Lead Your Family to Financial Freedom and Security, Jonathan Baird CFPⓇ guides his readers through a simple and objective process of helping them build a financial plan from the ground up. Leveraging two decades of experience in dealing with financial matters, Jonathan gives his readers a reliable guide to navigate the available financial tools and strategies to create a successful plan. The goal of the book is that a novice could pick it up, read it, follow the strategies outlined and successfully prepare for a comfortable retirement. From budgeting, saving money, investing, retirement, saving for college, charitable gift planning, and even strategies for investing in cryptocurrency, this book runs the gamut on financial topics that most people will need assistance navigating at some point in their lives. So whether you are a CFO Dad, CFO Mom, or a solo CFO, this book can help you get your financial house in order.