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Financial Literacy | Research | Education
Why I wrote the book?Where's your the book?
I was asked this question while working with a client who was interested in working with me to review their investments, monthly cash flows and current assets.
The Prototype
I delivered a Financial Fitness Summary I developed in Excel that gave my client a grade (A+ to F-) based on their well being in the areas of Credit, Insurance, Savings and Health.
The Product
4 Pillars to Stand on Before Investing + Self Awareness Tools: A Beginner's Guide to Financial Planning. The book offers personal stories, resources and tools to help individuals secure their lives in the areas of Credit, Insurance, Savings and Health before thinking about investing $1. There is also an audio component available.
While working with individuals as a financial advisor with Merrill Lynch I would often come across people who were not ready to invest because they
* didn't have enough savings to cover monthly expenses
* didn't know if they were saving enough for future goals (New house, retirement,...)
* were unsure of the exact total amount of their monthly expenses
* didn't know their net worth (Value of assets minus liabilities)
* were unsure of whether or not they needed or had enough insurance
* were in need of a credit card debt payment plan
* needed to be reminded of the importance of physical, social and emotional health
Feedback
If you or your organization are interested in a book listening/review/workshop you can schedule a date and time by contacting info@gdaviscapital.com
info@gdaviscapital.com to schedule a free initial consultation