Personal Finance QuickStart Guide

The Simplified Beginner’s Guide to Eliminating Financial Stress, Building Wealth, and Achieving Financial Freedom

In Personal Finance QuickStart Guide, author, podcaster, and financial advisor Morgen B. Rochard, CFA, CFP®, RLP®, pulls back the personal finance curtain to present personal finance wisdom that is so simple anyone can start putting it to use today. Morgen has distilled a career’s worth of experience in the financial world into an uncommonly helpful guide to the common money problems we all face. 

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THE ULTIMATE BEGINNER’S GUIDE TO TAKING CONTROL OF YOUR FINANCES IN 2020 AND BEYOND 

INCLUDES FILLABLE SIMPLIFIED BUDGET SPREADSHEET AND OTHER ESSENTIAL DIGITAL ASSETS 

Are you tired of feeling stressed out and overwhelmed when you think about your finances? 

Have you gotten frustrated with personal finance advice from “experts” that doesn’t feel like it speaks to your unique financial situation? 

No matter where you are in your financial journey, Personal Finance QuickStart Guide covers everything you need to know to make a positive financial change in your life. 

At a time when 80 percent% of US workers live paycheck to paycheck and as many as 40 percent% of Americans can’t afford a surprise $400 expense, it has never been more important to take control of your financial wellbeing. 

In Personal Finance QuickStart Guide, author, podcaster, and financial advisor Morgen B. Rochard, CFA, CFP®, RLP®, pulls back the personal finance curtain to present personal finance wisdom that is so simple anyone can start putting it to use today. 

Morgen has distilled a career’s worth of experience in the financial world into an uncommonly helpful guide to the common money problems we all face. Filled with personal stories told in her straightforward and candid style, this book is the missing ingredient for anyone who wants to take control of their finances and live their most fulfilled life. 

It doesn’t matter where you are on your financial journey, how much experience you have, or how much money you have in the bank—you can make the financial changes needed to build the fulfilling life you deserve with the time-tested and proven personal finance wisdom enclosed in this book.
 

Personal Finance QuickStart Guide Is Perfect For: 

  • Millennials who feel like they never got a handle on their finances and want to catch up 
  • Young adults who want to build a good financial foundation for the future 
  • Working professionals who are thinking about retirement 
  • Anyone looking to make a financial change in their life and build wealth 

Personal Finance QuickStart Guide Covers: 

  • How to think about money and craft your own positive money mindset 
  • Repairing your credit score to increase your buying power and provide more freedom in your life 
  • The difference between good and bad debt and how to pay down and manage debt 
  • Effective financial goal setting with actionable steps to accomplish your goals 
  • How to prepare for retirement and secure your own financially independent future 

Personal Finance QuickStart Guide Will Teach You: 

  • How to build a positive money mindset, analyze your own money habits, and secure your own financial freedom for good times and bad 
  • How to effectively manage and pay down debt, the difference between good and bad debt, and how to raise your credit score (and keep it high) 
  • How to translate your dreams into financial reality without restrictive budgeting or beating yourself up over daily spending 
  • The best way to prepare for major life events like home buying, weddings, and sending kids off to college 
  • Yes, you need to invest—how to put your money to work for you without assuming a mountain of risk or learning complicated charts 
  • How to prepare for retirement the smart way, what to do if you come into money, how to reduce your tax burden, and more—your entire personal finance journey is in these pages! 

*LIFETIME ACCESS TO FREE PERSONAL FINANCE DIGITAL ASSETS* 

  • Easy to use Simplified Budget Spreadsheet 
  • 1 Page Personal Finance Plan 
  • Effective Goal Setting Workbook 
  • Additional visual aids, infographics, and more! 

SHOP WITH CONFIDENCE

All paperback books can be returned within 30 days of the purchase date for a full refund. Digital products including eBooks and audiobooks can be returned and refunded within 14 days of the purchase date. Learn more about returns here.

Edition

1st edition

ISBN-13

978-1-945051-58-6 (eBook)
978-1-945051-01-2 (paperback)
978-1-945051-59-3 (hardcover)

Dimensions

7.5 x 9.2 inches

About the Author

Morgen B Rochard, CFA, CFP®, RLP®, is a financial advisor, author, podcaster, and founder of Origin Wealth Advisors LLC, a financial advisement firm. At Origin, Morgen focuses on driving personal connections and getting to the root of the financial success of her clients. This is a natural extension of her mission to help others live their most fulfilled, financially stress-free lives. Morgen has been named one of Investopedia’s 100 Top Financial Advisors of 2020.

Morgen’s approach is designed to help her clients find peace of mind with all aspects of their situation—financial and beyond. As a Registered Life Planner® her role is to help others truly live their passion. This framework helps clients explore what is most important to them, dive deeper into what they want to prioritize, and remove any obstacles that may get in their way.

Prior to starting her own practice, Morgen worked extensively with such notable financial heavyweights as UBS Financial Services and Merrill Lynch.

From the Book

Review

“5 out of 5” – Foreword Clarion Reviews (Independent Book Reviewer)

The action-oriented financial planning text Personal Finance QuickStart Guide is filled with useful information to help novices to secure their financial futures.Financial planner Morgen B. Rochard’s Personal Finance QuickStart Guide forwards advice for beginners on how to achieve long-term financial security.With the belief that most people become adults without clear financial plans, the book argues that, the longer that people avoid such planning, the less use they are able to make of their money. To help novices catch up on their financial knowledge and participate in their own financial planning, the book focuses on personal psychology. It suggests developing plans that make the most of one’s positive traits, and that eliminate, or make allowances for, traits that could become roadblocks. A diagram is included to explain such behavioral modification, showing how thoughts lead to behaviors that lead to results.This two-part text first focuses on explaining and conveying financial knowledge, with chapters that show how to assess net worth, set goals, and identify obstacles that stand in the way of financial security. Those who feel locked into financial boxes are encouraged to increase their capital by identifying and eliminating unnecessary expenses, upgrading their skills, negotiating for job perks like childcare, and relocating to lower their living costs–all achievable steps that could yield results.
In time with the audience’s projected increase in savings, the book shifts to focus on putting one’s money to work. Types of investments are explained, as are the ways that time, inflation, and goals contribute to successful personal plans. The book’s second section is all about developing such plans. It covers topics like taxes, insurance, debt, buying a home, allocating funds for education and weddings, and building retirement savings. Advice on becoming self-employed and handling inheritances rounds it out.Each chapter begins with a brief description of what will be covered in its pages and ends with a summation to drive its essential points home. Straightforward in its design, the book includes accessible graphs, subheadings, shading, and lists to break its work down and help its key points stand out. The book’s wide margins mean that there’s ample room to take notes; blank pages at the end of the book also make room for such interactive work.The book’s usefulness is enhanced by its downloadable add-ons, including a net worth calculator, a questionnaire and workbook for setting financial goals, a questionnaire to help in identifying and establishing goals, and a spreadsheet planner that shows how meeting goals pays off in real terms. Its twenty-three homework assignments are paced to help audiences define their goals.
The action-oriented financial planning text Personal Finance QuickStart Guide is filled with useful information to help novices to secure their financial futures.by Foreword Clarion Reviews (Independent Book Reviewer)

From the Author

“Financial independence is only achieved by having a plan and being disciplined about sticking to it. This book isn’t just a passion project or labor of love–though it is both of those–it is also a helpful and actionable guide for anyone who wants to build wealth and create financial independence for themselves or their families.”

From the Inside Flap

It doesn’t matter where you are on your financial journey, how much experience you have, or how much money you have in the bank–you can make the financial changes needed to build the fulfilling life you deserve with the time-tested and proven personal finance wisdom enclosed in this book.

From the Back Cover

Are you in control of your financial situation?

At a time when so many people feel like money rules their lives, take back control and empower yourself to build the secure financial future you deserve. Personal finance fundamentals aren’t the complex boogeyman some would make them out to be, but many people still find financial success elusive.

This book changes that.

About the Author

Recently named one of Investopedia’s Top 100 Investors of 2020, Morgen B Rochard, CFA, CFP®, RLP®, is a financial advisor, author, podcaster, and founder of Origin Wealth Advisors LLC, a financial advisement firm. At Origin, Morgen focuses on driving personal connections and getting to the root of the financial success of her clients. Before striking out on her own, Morgen worked extensively with such notable financial heavyweights as UBS Financial Services and Merrill Lynch.

Digital Assets

Each purchase of Personal Finance QuickStart Guide includes lifetime access to free digital assets such as:

  • Easy to use Simplified Budget Spreadsheet
  • 1 Page Personal Finance Plan
  • Effective Goal Setting Workbook
  • Additional visual aids, infographics and more!

Request your free digital assets after purchase by visiting:

www.clydebankmedia.com/personalfinance-assets

Personal Finance QuickStart Guide Product Image
Personal Finance QuickStart Guide
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