Ulteriori informazioni
What's your Money Narrative?
Our approach to managing our finances is often rooted in what we learn about money early on.
From the Silent Generation to newly retiring Baby Boomers and from Gen X and Millennials to the Zoomers now entering the workplace, our stories about money are shaped by various factors such as our upbringing, experiences, and emotions. In
Your Money Narrative, Amy Cook, MSPFP, CFP® brings these narratives to life and explores solutions to common financial dilemmas in a straightforward, simplified approach to financial planning.
Ask yourself:
- Do I worry about spending too much, not saving enough, or outliving my investments despite how much I earn and accumulate?
- Am I confident that my current financial strategies are aligned with my goals?
- When discussing significant financial decisions involving saving or spending, does it evoke optimism or stress?
By pairing her insight and experience, Amy's collection of relatable money stories are crafted to guide you in discovering your narratives. She knows that money doesn't come with a manual but is shaped by the narratives we construct around it.
It's time to embark on a journey fueled by curiosity and self-discovery, eliminate unnecessary worry, and confidently build a stronger financial future.
Sommario
Let Me Tell You a Story
1. We All Have a Money Narrative
2. The Real Estate Pact
3. The Teenage Entrepreneur
4. Just Getting Started
5. The Enlightened Entrepreneur
6. The Sandwich Generation
7. The Broke Millionaire
8. Lessons in Collections
9. Dilemma in Divorce
10. An Empty Bucket
11. The Unexpected Widow
12. Life-Changing Windfall
13. The Family Business
14. A Tale of Two Sisters
15. Linking the Legacy
16. The Importance of Having the Right Team
17. Your Money Narrative
Acknowledgments
About the Author
Info autore
AMY R. COOK is a Certified Financial Planner(TM) professional residing and working in San Mateo, California, serving clients nationwide from her local office. With twenty years of experience in financial services, Amy and her team help clients across varied industries and life stages, underscoring that strategic financial planning is integral to making informed decisions and achieving long- term objectives. In her free time, Amy loves working on her decorating projects, building small-scale dollhouses, and restoring vintage typewriters
Riassunto
It’s not about the money.
Storytelling is a part of each one of us. We tell ourselves stories every day, based on our past encounters, and we mold them over time so they stay relevant with our growth. Our financial stories are no different than the plotlines in our personal lives, however; they can have a profound effect on how we manage our future.
Children of the Great Depression lived through a time of scarcity, which shaped how they viewed their money as adults and how they ultimately passed down their money narratives to their children. These same stories can run rampant for generations if they are not unpacked with curiosity and care. By asking the why, you can unlock the power you have over your finances and tackle the hidden meanings you attach to money.
- Why do you spend more than you have?
- Why do you feel guilty when you spend money on yourself?
- Why do you save and spend differently than other people?
It all comes down to your personal financial narrative and the steps you can take to build a stronger future and land on a lasting legacy.
So, what’s your money narrative?
