Welcome to Your Financial House.
Finally, take control of your finances
and your future
in a way that really works for you, your family, your life.
If you've
ever built a home (or lived in one), you'll be able to grasp immediately
what Your Financial House can do for you:
 Now
you can have conversations about your money that make sense
to everyone--that means you, your spouse, your family, and your
financial advisors.
Get
a clear, accessible, actionable plan for constructing Your
Financial House (instead of a two-pound binder more suitable as
a doorstop).
Focus
on what matters to you so that Your Financial House is custom-built
to suit you.
Be
comfortable and confident to "remodel" whenever
Your Financial House needs updating.
In short,
Your Financial House is a completely unusual, altogether revolutionary
tool for managing your money and your life. How
does it work?
Take a look
at the illustration of Your Financial House above. The body of
the house is divided into eight rooms. Each room has a specific
function, which is dictated by the person who’s having the
house built: you. Your financial advisor, whom we call the “builder,”
talks with you at some length about each room and all the specs
for the house and then creates a “financial blueprint.”
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