
The ENVISION Method
How Smart Women Get Savvy About Money
Lindsey McKay(Author)
Advantage Media Group (Publisher)
Will be published approx. on 17. November 2022
Book
Paperback/Softback
234 pages
978-1-64225-137-1 (ISBN)
Description
GET MOTIVATED TO SET AND MEET YOUR MONEY GOALS WITH OUR DIVERSE TRIO OF INVESTORS.
Meet our investors—Elle, Collins, and Jade—three women whose decades-long friendship sees them through the major milestones of personal and financial life. While the trio are nothing but supportive of each other, they each have very different attitudes toward money. Since their financial backgrounds and perspectives are so varied, they decide to set wealth-building goals and track their progress together. Their plans are as diverse as they are. Elle excels at saving, but needs to become more comfortable with spending and investing. Collins is a big spender who works to improve her budgeting and reign in credit card usage. And Jade is taking steps toward her dream of retiring early.
Their regular meet-ups, while intended to keep each other accountable, not only focus on their funds, but like any group of close friends, touch on major personal milestones familiar to many women—such as raising children, marriage and divorce, and losing a partner. As we follow our investors over the decades, we see them grow when it comes to how they handle their finances, to how they navigate what life brings. Their vibrant stories offer practical advice and motivation for women who want to take charge of their finances, no matter which stage of life they are in.
Meet our investors—Elle, Collins, and Jade—three women whose decades-long friendship sees them through the major milestones of personal and financial life. While the trio are nothing but supportive of each other, they each have very different attitudes toward money. Since their financial backgrounds and perspectives are so varied, they decide to set wealth-building goals and track their progress together. Their plans are as diverse as they are. Elle excels at saving, but needs to become more comfortable with spending and investing. Collins is a big spender who works to improve her budgeting and reign in credit card usage. And Jade is taking steps toward her dream of retiring early.
Their regular meet-ups, while intended to keep each other accountable, not only focus on their funds, but like any group of close friends, touch on major personal milestones familiar to many women—such as raising children, marriage and divorce, and losing a partner. As we follow our investors over the decades, we see them grow when it comes to how they handle their finances, to how they navigate what life brings. Their vibrant stories offer practical advice and motivation for women who want to take charge of their finances, no matter which stage of life they are in.
More details
Language
English
Place of publication
Charleston
United States
Product notice
Paperback (trade)
Dimensions
Height: 229 mm
Width: 152 mm
Thickness: 13 mm
Weight
349 gr
ISBN-13
978-1-64225-137-1 (9781642251371)
Copyright in bibliographic data and cover images is held by Nielsen Book Services Limited or by the publishers or by their respective licensors: all rights reserved.
Schweitzer Classification
Person
LINDSEY MCKAY, CFP (R), is a principal advisor and owner of McKay Wealth Management in Seattle, Washington. She works with clients to create and execute financial plans that help them achieve their life's goals. She especially loves collaborating with and educating women about their finances. Lindsey previously worked at Merrill Lynch and graduated from the Leonard N. Stern School of Business at NYU.
Content
INTRODUCTION MONEY MEMORIES
MEET OUR INVESTORS
SMART DREAMS
WHERE THE MONEY GOES
BORROWING BASICS
PROTECT YOURSELF
INVESTOR ESSENTIALS
NAVIGATING LIFE
CHAPTER SIX
REALIZING DREAMS
WORK IT
NEW BEGINNINGS
RANGE OF EMOTIONS
FINDING PURPOSE
ACKNOWLEDGMENTS
ABOUT THE AUTHOR
A THANK YOU GIFT
EMPOWER & SHARE DISCUSSION
NOTES & DISCLOSURES
MEET OUR INVESTORS
SMART DREAMS
WHERE THE MONEY GOES
BORROWING BASICS
PROTECT YOURSELF
INVESTOR ESSENTIALS
NAVIGATING LIFE
CHAPTER SIX
REALIZING DREAMS
WORK IT
NEW BEGINNINGS
RANGE OF EMOTIONS
FINDING PURPOSE
ACKNOWLEDGMENTS
ABOUT THE AUTHOR
A THANK YOU GIFT
EMPOWER & SHARE DISCUSSION
NOTES & DISCLOSURES