Читать книгу Kickstart Your Corporation - Andrew Feindel - Страница 8

“Another financial planning book,” you may be thinking. “What value will this be to me?”

The shelves of your local library and bookstore are already filled with every imaginable book on finances: budgeting, business planning, investments, retirement planning, tax planning, planning your estate, how to save money, best practices for businesses, and more. What value could one more provide?

The truth is, this book is unlike any other you've encountered. Whereas most other books provide copious amounts of information and detail about financial topics, very few provide concise, targeted, and pragmatic guidance with a boots-on-the-ground perspective from a team that's “been there, done that.”

And even fewer are written for you, the incorporated professional.

This book aims to change all that. From whether and when you should make the decision to incorporate, to the proper place of insurance in your financial plan, to how and where to invest and how to keep the taxman at bay, to the use of trusts and charitable donations, what you're holding is a complete, yet concise, guide to everything that matters in your financial life as an incorporated professional.

I wrote this book because I saw a gap in the advice that's available to people like you. Together with my business partner, we've built a very successful financial planning practice serving the needs of incorporated professionals, and now is my time to give back.

In our practice, I see a lot of misconceptions and even mistakes that need course-correcting. These blunders happen because people don't have a reliable and accessible source of the guidance they need—and, I would argue, deserve—for organizing and managing their financial lives as incorporated professionals.

As you're reading along, think of this book as your own financial planning coach. Like any good coach, the book will help you look at your current state of affairs, and then provide direction to enhance the results you're getting—now and in the future. Working through the ideas in this book may involve some unlearning on your part, whether that's related to how and where you invest or the way you think about how to accomplish the goals you have for yourself and your business.

My only request is that you enter with an open mind, ready to discard some rules of thumb that you may have heard for decades but, in reality, don't work for you and your situation.