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1 Burnside Business- Investing

Wealthy by Design: A 5-Step Plan for Financial Security

by

Wealthy by Design: A 5-Step Plan for Financial Security Cover

 

Synopses & Reviews

Publisher Comments:

The most powerful word in wealth building is choice. Don’t limit your financial future based on conventional wisdom. Understand your personal financial drivers, take control of your money, and leverage it to create your ideal future, not somebody else’s version of security.

Investment expert Kimberly Foss offers the insight and tools you need to confidently design your investment plan and make your own choices. By guiding you through the five foundational principals of investing, she prepares you to map your course with integrity.

•    Goal setting: Life experiences, desires, personality, and more help determine your goals.

•    Planning: Hope, dreams, and opportunity don’t mean anything if you don’t have a plan.

•    Commitment: You must be committed to your purpose.

•    Assessment: To stay the course, first make sure you are actually on course.

•    Flexibility: As long as the unexpected can occur, investors must be poised to take action when necessary.

Drawing upon her twenty-six years of experience as president and founder of Empyrion Wealth Management, where she advises clients of all financial backgrounds and life situations, and her own rise from humble beginnings, Kimberly offers powerful and enlightening stories. Through them, you will learn how to leverage personality, situation, and belief and apply proven wealth-building strategies to fulfill your needs and dreams.

Investment empowerment in five easy steps, Wealthy By Design will lead you to the future of your choosing.

Synopsis:

Build your own wealth vision, invest wisely, and create the financial freedom you want

Synopsis:

Don’t accept a wealth vision defined by “conventional wisdom”—build your own and invest wisely to create the financial freedom you want

Investment empowerment in five easy steps: The most powerful word in financial decision-making is choice. Investment expert Kimberly Foss offers readers the insight and tools to make their own choices by guiding them through the foundational principals of investing with integrity—goal setting, planning, commitment, assessment, flexibility. She empowers them to take control of their money and leverage it to create their ideal futures, not somebody else’s version of wealth and security.

Stories to enlighten a broad range of readers: The author draws upon her experience with clients of all financial backgrounds and life situations and her own history, from her humble beginnings in a lower middle class family to her investment move that rescued Morgan Guaranty in 2008. These stories help readers learn how to leverage personality, situation, and belief in order to fulfill needs and dreams.

Author is a wealth advisor with a strong media presence: Kimberly Foss is the president and founder of Empyrion Wealth Management, which has been named one of the nation’s top wealth managers by Bloomberg’s Wealth Manager Magazine. She regularly appears on major news networks, such as CNN, CNBC, Fox Business, and Fox News.

About the Author

Kimberly Foss, CFP, CPWA, is the president and founder of Empyrion Wealth Management, which has been named one of the nation’s top wealth managers by Bloomberg’s Wealth Manager Magazine. She has more than twenty-six years of experience helping people achieve their financial goals. After beginning her career with Merrill Lynch, she started her own advisory firm to fulfill her commitment to helping clients make smart financial decisions and avoid costly mistakes.

Each year since 1998, Kimberly has been awarded the DALBAR seal, a designation awarded to financial professionals who meet stringent requirements of the SEC and receive high ratings from their clients. She is also a member of the Investment Management Consultants Association.

Product Details

ISBN:
9781608325733
Author:
Foss, Kimberly
Publisher:
Greenleaf Book Group
Subject:
Business - Personal Finance
Subject:
Personal Finance - Investing
Edition Description:
Hardcover
Publication Date:
20130631
Binding:
HARDCOVER
Language:
English
Pages:
184
Dimensions:
8.5 x 5.5 in

Related Subjects

Business » Investing
Business » Personal Finance

Wealthy by Design: A 5-Step Plan for Financial Security Used Hardcover
0 stars - 0 reviews
$15.95 In Stock
Product details 184 pages Greenleaf Book Group - English 9781608325733 Reviews:
"Synopsis" by ,
Build your own wealth vision, invest wisely, and create the financial freedom you want

"Synopsis" by ,
Don’t accept a wealth vision defined by “conventional wisdom”—build your own and invest wisely to create the financial freedom you want

Investment empowerment in five easy steps: The most powerful word in financial decision-making is choice. Investment expert Kimberly Foss offers readers the insight and tools to make their own choices by guiding them through the foundational principals of investing with integrity—goal setting, planning, commitment, assessment, flexibility. She empowers them to take control of their money and leverage it to create their ideal futures, not somebody else’s version of wealth and security.

Stories to enlighten a broad range of readers: The author draws upon her experience with clients of all financial backgrounds and life situations and her own history, from her humble beginnings in a lower middle class family to her investment move that rescued Morgan Guaranty in 2008. These stories help readers learn how to leverage personality, situation, and belief in order to fulfill needs and dreams.

Author is a wealth advisor with a strong media presence: Kimberly Foss is the president and founder of Empyrion Wealth Management, which has been named one of the nation’s top wealth managers by Bloomberg’s Wealth Manager Magazine. She regularly appears on major news networks, such as CNN, CNBC, Fox Business, and Fox News.

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