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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.
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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.
Available February 2020
Available February 2020 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 Stacking Benjamins Show
Brian’s guest appearance to discuss “The 4 Cornerstones of a Successful Financial Strategy”
WTCM Radio Interview
Brian discussed Now What? with Ron Jolly on the radio airwaves in Eastern Michigan.
Contact Brian
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Please visit Intentional Wealth Advisors LLC if you would like to learn more about Brian’s advisory firm.