Dream Plan Live

In this comprehensive but easily understood book, Flaherty explains that regardless of how carefully you plan your future, its' a certainty that it won't unfold exactly as you expected. That is why he advocates planning not only for what you hope to attain but also for what you don't anticipate. His firm's trademark Lifestyle Financial Management process helps clients identify and commit to the fundamental principles that enable sound financial decisions. The key is to find a livable balance between enjoying the moment and saving for the future. It can be challenging but Flaherty offers a step - stop process for both living today and protecting tomorrow. Actual client studies demonstrate how that process has worked over the last 50 years, including through the disruptions of the COVID pandemic. Stew Flaherty is the Founder and CEO of FlahertyColvin, an independent financial consulting firm serving clients nationwide from its base in Westerville, Ohio. His career as a financial advisor is founded on reality-tested core principles that facilitate a sensible, sustainable approach to successfully managing money.