In Am I Going to be Okay? (And is Okay enough?) CERTIFIED FINANCIAL PLANNER™ 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.
"Am I Going to Be Okay?" It's the question that keeps us awake at night, especially when it comes to our finances. Complete with real-life stories, eye-opening research, and a dash of tough love, Am I Going to Be Okay? is the definitive guide for anyone who's ever lost sleep over their financial future.
Introduction
Part
1. Strategies: Preparing for Takeoff
Chapter
1. The Four Keys for Life Financial Planning System, and the Secret Sauce
Chapter
2. The Six Key Force Multipliers: Riding the Tailwinds
Part
2. Tactics: Buckling Up, Dealing with Turbulence
Chapter
3. The Realities of Risk, Obvious and Obscure
Chapter
4. Leveraging Tactics for a Measure of Safety
Chapter
5. Taxes: Pain Is Inevitable, Suffering Is Optional
Chapter
6. The Unexpected and the Inevitable: Transferring Risks and Assuring a Seamless Inheritance for the People You Love
Part
3. Hijacks: Fifteen Mistakes People Make Over and Over Again
Chapter
7. 15 Mistakes People Make Over and Over Again
Conclusion
PATTI BRENNAN, CFP®, CFS, and CEO of Key Financial, Inc., is a globally recognized financial advisor known for her comprehensive services and unwavering commitment to her clients and community. In 1990, she founded Key Financial, growing the firm to manage over $2 billion in assets.
With a background in nursing from Georgetown University, Patti brings compassion to her work and strives to help clients feel secure and cared for like family. Patti's ability to communicate complex financial concepts in understandable terms has earned her recognition from Forbes, The Financial Times, and Barron's as one of the Top Advisors in America for nearly two decades. She serves on the boards of various institutions and nonprofits, and is a sought-after speaker at conferences throughout America and abroad.
