Publisher's Synopsis
- Does your financial plan provide the best opportunity to achieve your goals?
- Trying to find essential, concise, and clear information?
- Want to enjoy the process?
WINNING the Financial Planning Game explains how to transform personal finance into a fun and exciting problem solving challenge. Ethan focuses on core fundamentals that will clarify the execution of effective strategies. Become inspired to examine your financial plan and fulfill your life aspirations.
TESTIMONIALS:
"I've been inspired to review my financial situation. The changes I've made will build and protect my wealth more effectively!"
Dan Schweigel, CEO Schweigel Capital LLC
"This book is straightforward, concise, and educational. It taught me how to construct a sound financial foundation. I'm on the path to winning!"
Leor Elfassy, Business Owner, Sound Specialists
"I've learned a tremendous amount about finance. It doesn't matter if you are 21, 40, or 65; anyone will benefit from reading it."
Aaron Buchanan, Managing Partner, Braddock Investment Group
ABOUT THE AUTHOR:
Ethan Schmidt assists individuals in designing a winning financial game plan to achieve personal goals. He is a CERTIFIED FINANCIAL PLANNER and a Chartered Retirement Planning Counselor. He created an investment division called Catalyst Wealth Management at his father's boutique insurance and estate planning business in Chicago. As President and Partner, he takes pride in building long-lasting relationships and has a unique ability to design customized portfolios. Ethan focuses on concepts that will guide and reveal how to WIN the financial planning game.
