Finish Rich
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Step Two
Determine the True Purpose of Money in Your Life

As a financial advisor, I specialize in doing what we call Purpose-Focused Financial Planning™. What this means is that before I start trying to figure out how much money my clients may need for their futures, I first help them try to get a clear idea of what they see as their purpose in life.

This concept often surprises people. The media and the investment industry have gotten us so focused on what they call "retirement planning" that everyone thinks personal finance is all about determining how much money you need at retirement. In fact, most people assume that when they meet with a financial advisor or planner the conversation should focus on specific investments, net worth calculations, tax rates, and how many years they will have to work before they can retire. While all these things are important, they are not what is most important. What I believe is most important is first having a conversation about what it is that matters most to you. What is it that you stand for and what it is that you care most deeply about? In other words, what are your values?

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Success Stories

Real Advice, Real People, Real Results.

Well I wish I had a Great start to my Story. But Unfortunately everything is not going as planned in the past year. It's Okay. Obstacles are opportunities, and that's how I will continue to look at things until I notice God working for me which I plan on working for him* I was hanging out with the wrong "friends" and found myself in trouble twice too many times. I actually read your book while I was in CCNO jail serving some time. I truly Thank God I did not hurt anyone. While in there I rea ... more



- Alexia J
Toledo, OH

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Start Late, Finish Rich

In Start Late, Finish Rich, David Bach takes the "Finish Rich" wisdom that has already helped millions of people and tailors it specifically to all of us who forgot to save, procrastinated, or got sidetracked by life's unexpected challenges.

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    The views expressed herein are solely those of David Bach and FinishRich Media, LLC., and do not necessarily reflect the views of The Edelman Financial Group or any of its affiliates. Neither theinformation herein nor any opinion expressed herein constitutes or is intended to constitute investment advice or an offer to sell or solicit any person to purchase any security. FinishRich is a trademarked brand used by David Bach and FinishRich Media LLC. and none of David Bach, FinishRich Media LLC. [or The Edelman Financial Group or any of their affiliates] guarantee any financial results or a positive outcome to your personal situation.