Ursu’s book is an ideal primer for those who are crossing the threshold into financial independence. From recent college graduates to early thirty-somethings who are just getting around to taking this part of their lives seriously, "Now What?" provides easy-to-digest explanations and clear examples for getting one’s financial life in order. Relying on his many years as a financial advisor and parent, Ursu's supportive, non-preachy voice guides readers down the path of what to do and what not to do. It provides the insight and wisdom that younger people often cannot hear from their parents.
Neither heavy and ponderous like a text book nor light and insubstantial like a 500-word blog, this book hits the right mark as a guidepost for up and comers. It covers the key decisions one needs to make and briefly describes the various tools one can choose from. In addition to providing a relatable foundation for a blossoming financial life, an underlying theme of the book is the value one finds in working with a conscientious financial advisor to navigate choices and make smart decisions.
As a coach and consultant to financial advisors, I often recommend creating meaningful relationships with the adult children of top clients. Not only does this address a common concern for clients (the kids are overspending, ignoring benefits provided by their employer, buying stocks on a whim), but it also builds connections with people who are likely to accumulate their own assets as well as inherit their parents’ wealth. "Now What?" is a perfect gift for both clients and their adult children as a way to spark these conversations and build a bridge to the next generation.
The simple encouragement conveyed is this: I know all this financial stuff might be a little confusing at first, but you can do it and I (and your advisor) can help you. For those on that part of the journey, Ursu's book can go a long way toward instilling confidence and the peace of mind that comes from a thoughtful approach to providing for themselves and their own budding brood.
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