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Live For Today! Plan For Tomorrow

by Robert Montague CFP, CIM

224 pages; quality trade paperback (softcover); catalogue #07-0336; ISBN 1-4251-1929-8; US$21.99, C$21.99, EUR15.02, £11.35

Unlock the secrets to having health, wealth and meaning in your life. And discover the life and financial strategies that will bring you peace, happiness and financial independence.

About the Book

Experience a journey that will take you through four major aspects of Life Planning. You will see a focus on strategies and knowledge for adding meaning to your life while helping you to understand personal finance, investments & retirement planning You will learn of our endless pursuits of material wealth and success at the expense of our health and well-being. Although the pursuit of wealth and success is an ingrained social and cultural phenomenon, sound advice and practical solutions are sprinkled throughout the book to help you manage these societal pressures.

Goals and planning are a common thread throughout the book and you will be convinced of the power of the written plan as you move through the pages. Financial planning is not simply about buying a term deposit, stock or mutual fund, but a comprehensive process involving every aspect of your personal fincancial life. From the intital stage of Discovery through Knowledge, Planning and Development to Action, you will come to realize that it is not a one-time deal depositing money into a particular investment or setting up an insurance policy. It is an ongoing dynamic process that changes with your life stages and goals.

The component parts of the book are tied together by a philosophy of life that promotes a balanced and moderate life style that will result in peace of mind. I will show you that you have permission to make guilt free change for selfish reasons if needed, for your own self-preservation. Knowledge and developing a passion for learning versus the pursuit of wealth and success are alternate paths everyone should consider. In the end, you will discover the true secret, the truth has always been inside you, if you listen. The major theme is quite clear on the importance to Live For Today! Plan For Tomorrow.

About the Author

Robert Montague, CFP, CIM has been a dedicated Financial Planner for more than a decade. he brings a unique perspective on the financial planning industry. Living with Juvenile Diabetes for over 23 years provides him with personal insight into the meaning of life and money. His clients consistently receive comprehensive analysis and independent and objective advice about the markets and their individual investments.

Rob has fulfilled every possible accreditation in the industry. he is holder of the Certified Financial Planner (CFP) designationand is a member in good standing with the Financial Planners Standards Counsel of Canada (FPSCC). he is also a holder of the Canadian Investment Manager (CIM) designation, awarded by the Canadian Securities Institute, and licensed to sell securities through a member of the Investment Dealers Association (IDA). Additionally, Rob is a dual member in good standing with The Toronto Chartered Financial Analyst Institute and CFA Institute.

Excerpts