A One-on-One Financial Planning Session with Suze Orman
With her national bestseller The 9 Steps to Financial Freedom, Suze Orman launched a personal finance revolution—transforming the concept of money for the millions of people across the world who have embraced her message of understanding the psychology involved in our relationship with money. Now, with Suze Orman’s Financial Guidebook, you have all the tools you need to put the 9 steps to work for you.
Included in this informative guidebook are:
- The “Money Messages” Exercise: A series of insightful questions about your childhood interaction with money, as well as your parents’ approach to finances
- The “How Much Is Going Out” Exercise: An in-depth analysis of all your monthly expenses, providing a realistic picture of just how much money you have to work with
- The Long-Term-Care Worksheet: A checklist of questions you should be sure to ask if you are considering purchasing long-term-care insurance
- The Financial Advisor Information Sheet: An outline of key questions that every financial advisor should ask you upon your initial meeting
- The Generosity and Cheapskate Quizes: A revealing exercise that helps determine your attitude toward giving and spending money
Whether you have read all of Suze Orman’s bestselling books or you are just discovering her as the leading voice in personal finance, Suze Orman’s Financial Guidebook is an essential step in gaining control of your money—so your money doesn’t have control of you.