THE WEALTH OF AN ORDINARY LIFE
A Financial Handbook

 

  CHAPTERS

  The Cost Of Innocence

  Three Elements Of Financial Health

  Roads That May Lead To Rome

  Socially Responsible Investing

  Rules For Building An Optimal Portfolio

  Strategies:  Overcoming Inertia

  Working With A Financial Advisor

  Living With Ambiguity



The Wealth of an Ordinary Life was designed to give you the essential tools needed to manage both your finances and your relationship to money.  At our initial meeting, please ask for your complimentary copy.


Securities and advisory services offered, in states where licensed, exclusively through KMS Financial Services, Inc., a member FINRA/SIPCC and an SEC registered RIA.