The Life Cycle of Wealth - Kolkman, Aaron
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For those who have attained financial independence, this text offers you important insights into the challenge of providing for future generations. For those still in pursuit of independence, The Life Cycle of Wealth provides a clear view of the road ahead, a concrete approach to managing risk, and an overview of the financial professionals available to guide you. For all concerned, The Life Cycle of Wealth delivers a holistic view of personal finance and a method for developing a long-term strategy to fund your purpose for life. The Life Cycle of Wealth gives you an unprecedented look at the…mehr

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Produktbeschreibung
For those who have attained financial independence, this text offers you important insights into the challenge of providing for future generations. For those still in pursuit of independence, The Life Cycle of Wealth provides a clear view of the road ahead, a concrete approach to managing risk, and an overview of the financial professionals available to guide you. For all concerned, The Life Cycle of Wealth delivers a holistic view of personal finance and a method for developing a long-term strategy to fund your purpose for life. The Life Cycle of Wealth gives you an unprecedented look at the natural process of developing wealth over a lifetime, and the challenges involved with passing it on. Instead of the usual tips about 'What to do when...," The Life Cycle of Wealth teaches you to think strategically, so you can align your plans with your values, and your actions with both. Once you read it, you will reference it often. Again and again, The Life Cycle of Wealth will deliver truth to your financial life, so you can make great decisions that lead to achieving real wealth in your lifetime. This book offers both knowledge and wisdom in a timeless, simple fashion that leaves you inspired to move forward with confidence and to pass your wisdom to future generations.
Autorenporträt
Aaron Kolkman, MSF, CFP®, CKA® is the founder of multiple wealth management firms, and the Managing Partner at Fidere Advisors in Minneapolis. His advisory team integrates Life Cycle(TM) concepts into its comprehensive planning process, with an emphasis on written estate strategies. Kolkman holds a B.A. in Psychology, a M.S. in Finance, and a Graduate Certificate in Financial Analysis. He is also a CERTIFIED FINANCIAL PLANNER(TM) and a CERTIFIED KINGDOM ADVISOR®. Kolkman is also the host of A STEWARD'S VIEW podcast and writes regularly for A STEWARD'S VIEW whitepaper series - an economics, planning and portfolio management blog for families. He is a member of Kingdom Advisors and the Financial Planning Association, and served on the national Committee for the Fiduciary Standard during 2009-2010. In his personal life, Aaron enjoys outdoor activities with his kids. He is an avid reader and loves to attend Bible studies. He thanks God daily for the gift of his salvation.