Navigating Life's Transitions: Connecting Your Means to Your Meaning

What is True Wealth? Contrary to popular belief its not about amassing a great fortune. Instead true wealth comes from deeply understanding your lifes purpose and ensuring that your financial decisions and short- and long-term planning support it. Financial industry pioneers Josh Kadish and Nicole Mayer of 2nd Opinion Partners help clients develop a thorough understanding of their financial picture and priorities. Now with expert insight empathy and understanding Kadish and Mayer help readers navigate these choices giving them the confidence to take charge of their future. In Navigating Lifes Transitions: Connecting Your Means to Your Meaning Kadish and Mayer provide a story-based insiders view of what to know what to consider what to ask and what steps to take to uncover your own lifes purpose--and create the financial foundation to enjoy it.No matter where you are in life chances are there will be major transitions in your future. These transitions will most certainly involve your finances. If youre tired of feeling pressure from the financial industry to buy a product to solve your issues youre not alone. In this book you will learn from real-life scenarios that there are true holistic planners who will put your interests ahead of theirs. Its a different-and in my opinion better-approach and one that everyone deserves. Dont wait until the life transitions hit you to put your plan together. With the help of the right holistic advisor you can experience less stress on both a personal and financial basis. This book will allow you to see what you should expect from a true financial advisor. Without proper knowledge you could fall prey to the financial salesperson. Dont let that happen to you! Dean Barber Americas Wealth Management Show Host AuthorJosh Kadish and I lead mission-driven firms. Peak Advisor Alliances mission is: We enhance the lives of advisors and the families they serve through inspiration innovation and implementation. Josh Nicole and 2nd Opinion Partners help us fulfill our mission by delivering holistic financial planning to their clients. Ron Carson CFP(R) ChFC(R) CFS New York Times bestseller and founder and CEO of Carson Wealth Management Group; #7 advisor in the U.S. as ranked by Barrons magazine. Ron Carson is not a registered representative of NPC. Carson Wealth Management Group 2nd Opinion Partners SAA SAI and Arbor Point are separate and unrelated entities.Anyone going through some form of life transition should read this book! Josh and Nicole do a great job of making the complex seem simple and understandable. If you are trying to figure out if you are on the right course to achieving your long-term goals and dreams this book is a great educational tool to help guide you in making future decisions with confidence. Rick Law Lead Attorney Law Hesselbaum LLPSecurities offered through Securities America Inc. (SAI) member FINRA/SIPC. Advisory services offered through Securities America Advisors Inc. (SAA) and Arbor Point Advisors (APA). SOP SAI SAA and APA are separate entities.