Congratulations!
You’ve made it past “just getting by.”

Now what?

If you want to get invested in your financial future, but you’re not sure where to start, this simple guide will help you understand what to do next.

Get instant access to free resources and a
free preview of Now What? to get you started today!


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About the Book

Real-Life Financial Advice for Your Fiscal Future

Many of us—and not just those starting out—were never educated in financial planning or sustainable wealth management. Now What? A Practical Guide to Figuring Out Your Financial Future bridges that gap with practical advice for readers of all ages dealing with fiscal change.

Whether you’ve just landed your first big paycheck, have recently inherited a sum of money, or are divorced or widowed, it’s easy to be overwhelmed by the good fortune and make short-term decisions without understanding the long-term consequences. You need a solid understanding of your financial future, or you risk losing everything you’ve worked for.

In Now What?, Brian Ursu – a Certified Financial Planner with over 30 years of experience – guides you around the pitfalls of new wealth. He offers concrete guidance for paying down debt, including student loans; advice on planning for life’s expensive milestones, like buying a house or having children; and lessons on creating a sustainable lifestyle now and in your future. He also explains the basics of investment, where and—maybe even more importantly—why to invest and how to build a portfolio so you can grow the money you’ve earned to create not just a solid foundation but a legacy for you and your family.

Now Available

Now Available from these retailers:

About the Author

Brian M. Ursu, CFP

Brian M. Ursu, CFP has helped clients meet their financial goals for more than 30 years. He has worked in large financial institutions, at a major wire-house brokerage firm, and now in his own wealth-management firm. His focus is on education as well as client service.

Brian is a certified financial planner (CFP) advising on investments, retirement plans, estate and tax planning, insurance and legacy planning. Brian also holds a general securities license, a general securities principal license, life and health insurance licenses, and is registered in fourteen states.

He lives in Northern Lower Michigan near the bayside community of Traverse City. He and his wife of 30 years have raised five children, three of whom are now adults living independently. These three are the motivation for this book & his sharing of the lessons he learned about achieving financial security.

Get Started Now

One of the best things you can do to start investing in your financial future is to truly understand where you stand today.

I put together a free worksheet to make it easy for you to get a handle on how you’re currently spending your money. You’re just one click away from getting started with this helpful resource (and a preview of Now What?).

Press Coverage

The Mighty Parenting podcast

The Mighty Parenting podcast talks with Brian Ursu to learn money lessons teens must know to be happy.

Brian joins the Top Advisor Marketing Podcast

Brian joins the Top Advisor Marketing Podcast to help clients’ adult kids figure out their financial future.

The Money Making Sense podcast

If you are struggling during the pandemic recession, now may be the time to learn a new skill and re-invent yourself.

Feature on Brian in MyNorth

Brian does a Q&A and shares money management tips with MyNorth.

Startup Life Podcast interview

Brian joins the Startup Life Podcast to talk about his latest book and financial planning for the future.

The CentsAble Chat Podcast

Brian joined the CentsAble Chat Podcast to help listeners figure out their financial future.

WTCM Radio Interview

Brian discussed Now What? with Ron Jolly on the radio airwaves in Eastern Michigan.

The Stacking Benjamins Show

Brian’s guest appearance to discuss “The 4 Cornerstones of a Successful Financial Strategy”

9&10 News Story Featuring Brian

Brian offered valuable advice for anyone struggling financially due to the COVID-19 pandemic.

Robbcast | Creative Pursuit of Happiness

Brian joined the Robbcast to discuss ways to get control of your financial situation and create wealth.

The Dave Pamah Show

Helping Millennials and Gen-Z Prioritize Their Post-Pandemic Financial Future with Brian Ursu

Contact Brian

Please visit Intentional Wealth Advisors LLC if you would like to learn more about Brian’s advisory firm.