Goals-based financial planning within your investment plan is a topic I have been wanting to write about for a while now. It’s very difficult to come up with a comprehensive investment plan if you don’t know why you are saving or what your long-term goals are.
When I started writing this I realized it made sense to cover all of the main steps in the process that you need to integrate your goals within your investment plan. So I just decided to go through what I think are the most important things you need to know to come up with a simple and easy to understand investment plan.
The result of this is my short guide called How to Create a Common Sense Investment Plan.
I’ve read plenty of investment and personal finance books that run 200-300 pages. While I get a lot out of most of these books, many could be summarized in 30-70 pages. My guide is a little over 30 pages, so it’s short and sweet.
I try to keep everything very simple and give you all of the basics that you need for your investment plan. The goal is to make your life easier by simplifying your investments but also giving you enough material to make informed decisions to increase and grow your wealth.
Here is what I cover in the book:
Chapter 1 – Figure Out Why You Are Saving
Chapter 2 – A Savings Portfolio
Chapter 3 – Get to Know Your Investment Options
Chapter 4 – Determine Your Asset Allocation
Chapter 5 – How to Build Your Portfolio
Chapter 6 – Learn Your Behavioral Biases
All you have to do to get a copy of the book is subscribe here:
Fill out your email address, click on the follow-up confirmation email and I’ll send you a free copy of this book. Subscribing will also give you updates by email any time I put up a new post and my monthly newsletter. You can unsubscribe at any time.
As usual feel free to send me your questions once you go through the material.
UPDATE: A couple of my fellow bloggers were kind enough to provide reviews of my ebook. Read here:
A Wealth of Common Sense is a blog that focuses on wealth management, investments, financial markets and investor psychology. I manage portfolios for institutions and individuals at Ritholtz Wealth Management LLC. More about me here. For disclosure information please see here.
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