The Plan

We are all leaving money on the table. Broker fees, math, asset allocation, asset classes, metrics, and investment strategies are distractions. They only have their place if you have your plan. Identify your faith, your human values and common-sense financial strategies appear. Add discipline and you can execute winning decisions. Finance is boring when it focuses on egos and alogorithms. Stories draw us in and speak to our imagination. They make the practical lessons easier to recall....
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We are all leaving money on the table. Broker fees, math, asset allocation, asset classes, metrics, and investment strategies are distractions. They only have their place if you have your plan. Identify your faith, your human values and common-sense financial strategies appear. Add discipline and you can execute winning decisions. Finance is boring when it focuses on egos and alogorithms. Stories draw us in and speak to our imagination. They make the practical lessons easier to recall. The Fitzhugh's story is based on real people and conversations. They address threats in their financial security, safety and growth. Ours may differ. But their lessons are ours, too. The second part of the book is a collection of references and notes that I invite you to explore.It is never too late to do better. There is no reason why you cannot identify a team to give you counsel on your plan. My message in this book is very simple: Our only true enemy is complacency.Reading this-your relationship to money becomes crystal clear.