In his book, CFP challenges his clients to define their ‘ideal life’
TACOMA, WA–(Marketwired – Sep 4, 2015) – Brad Berger, a CERTIFIED FINANCIAL PLANNER™ Professional with more than two decades of experience, shares advice for living the ideal life in his new book, “Stop Trying to Keep Up With the Joneses – They’re Broke Anyway.”
“So many people think they need to live the life that someone else prescribes for them,” says Berger, a managing partner and owner of Cornerstone Financial Strategies LLC (www.LiveYourIdealLife.com) in Tacoma.
“They haven’t examined their own unique situation, evaluated their own values, discovered their dreams, or pursued their goals. They seem to care more about image and the accumulation of things.”
In the book, he offers insight on how readers can determine what is truly important to them and make financial decisions that will help lead them to their ideal life.
“Life shouldn’t be about trying to keep up with the Joneses,” Berger says. “In my experience, they’re broke anyway. The people who you think have money, based on the cars they drive, the homes they live in and the vacations they take, may be living paycheck to paycheck, accumulating very little to fund even a meager lifestyle in retirement.”
Excerpts
- Financial Planning is More Than Investment Selection…
Life is about determining what you really want and figuring out how to make it happen. Each of us needs to strike a balance―all it takes is understanding what is truly important to you. Stop Trying to Keep Up with the Joneses… They’re Broke Anyway is author Brad Berger’s personal approach to financial planning that goes beyond investment options, performance, and avoiding risk to help you identify your family’s dreams and to start planning together to make them happen. Inside, you will learn to:
-Align your financial choices with your most important goals and most deeply held values
– Put your entire financial house in order and keep it that way
– Have confidence in your plans and your future in any financial market
– Focus on the things in your life that are more important than money. - Human nature… the herd mentality
We tend to congregate with likeminded people, want to be accepted by them and try to impress them. The Jonses! Keeping up with the Joneses has become a way of life that has devastated more families and shattered the American dream. Do you really want HUGE debt, few assets and no life?
About Brad Berger
Brad Berger, a managing partner and owner of Cornerstone Financial Strategies LLC (www.LiveYourIdealLife.com) in Tacoma, Wash., is a CERTIFIED FINANCIAL PLANNER™ Professional with more than two decades of experience. He also is the author of the book “Stop Trying to Keep Up With the Joneses – They’re Broke Anyway: A Financial Planner’s Guide to Living Your Ideal Life.” He is a graduate of the United States Military Academy at West Point and served as a Scout Platoon Leader in Berlin, Germany, during the fall of the Berlin Wall.
Securities offered through LPL Financial, Member FINRA/SIPC. Financial Planning and Investment Advice offered through Financial Advocates Investment Management, a Registered Investment Advisor, DBA Cornerstone Financial Strategies LLC and a separate entity from LPL Financial.
