Clutter-Free Wealth

You've worked hard and have the wealth to show for it and now have significant sums to invest in your future. But are you really making the most of your money? Do you find yourself narrowly focused on the here and now, with your eye on individual investments, market indices, and multiple money managers even as you avoid your estate-planning attorney? Then, it's time to change the way you think, with Liz Miller's effective, innovative clutter-free approach. Miller, an award-winning entrepreneur with over two decades of Wall Street experience, can show you how to create a portfolio that will help you achieve your long-term goals. With her expert guidance, you'll see clearly why collecting insurance policies is no substitute for developing real risk management strategies and come to understand the importance of planning a meaningful legacy for those you love. Follow Miller's goals-oriented process to begin identifying your money values, personal priorities, and financial objectives. Using her guidelines, identify the conscientious, proven professionals that will make up the right team to control your wealth as you move forward in life. As you work your way you'll find yourself becoming more comfortable and confident about your assets, your strategies, and your future. You'll clear out the clutter, simplify your planning and make your financial dreams come true.