In Am I Going to be Okay? (And is Okay enough?) CERTIFIED FINANCIAL PLANNER(TM) Patti Brennan reveals her time-tested approach to answering these questions. Drawing on over three decades of experience, Patti tackles the most common worries, mistakes, and challenges facing many Americans irrespective of their age and number of zeros in their net worth. The book introduces a comprehensive process for creating a system that is tailored to your unique goals, resources and challenges. Readers will also learn powerful strategies that can accelerate progress.
With wisdom, empathy and humor, Patti offers practical strategies and tools for taking control of your financial life so you can focus on what matters most. You'll discover how to maximize your resources, minimize your taxes, and make confident decisions that are right for you and the people you love.