As promised, we’ve prepared this year’s summer reading for our clients and will be mailing books out this week. It’s the latest from the NY Times sketch guy, Carl Richards. The One-Page Financial Plan is a great starter tool for anyone who hasn’t achieved a clear financial plan. If you can’t commit to reading the entire book, don’t miss the intro, chapter 8, and chapter 9.

Would you like a copy for a friend? Visit our website to sign them up for our newsletter, and we’ll send them their very own book.