The Money & Meaning Journey - by Jeff Bernier (Hardcover)

About the Book

"'I've had a successful career, and I'm financially comfortable--but it still seems like something is missing.' You're not alone. Jeff Bernier has seen countless people in this situation--they seem to be living the American Dream, but they find themselves missing out on joy and a sense of purpose. In The Money and Meaning Journey, Bernier imparts some of the wisdom he has gained from over thirty-six years of being a financial advisor who understands that the goal of financial planning should not be to outperform the market, but to fund your dreams. This book outlines a goal-focused and evidence-based process that focuses on the rate of return you need to fulfill those dreams. Sure, you'll read about risk management, retirement planning, investments--but more importantly, you'll receive guidance on discovering the larger, more significant purpose that all of these subjects serve. This is a new kind of finance book: one that doesn't separate your bank statement from your inner life, your spiritual quest from your material needs, or your money from your life's meaning"--

Book Synopsis

"I've had a successful career, and I'm financially comfortable-but it still seems like something is missing."

You're not alone. Jeff Bernier has seen countless people in this situation-they seem to be living the American Dream, but they find themselves missing out on joy and a sense of purpose. In The Money and Meaning Journey, Bernier imparts some of the wisdom he has gained from over thirty-six years of being a financial advisor who understands that the goal of financial planning should not be to outperform the market, but to fund your dreams.

This book outlines a goal-focused and evidence-based process that focuses on the rate of return you need to fulfill those dreams. Sure, you'll read about risk management, retirement planning, investments-but more importantly, you'll receive guidance on discovering the larger, more significant purpose that all of these subjects serve.

This is a new kind of finance book: one that doesn't separate your bank statement from your inner life, your spiritual quest from your material needs, or your money from your life's meaning.

Review Quotes

"A perfect mix of suggestions based on personal anecdote, professional experience, and rigorous data. Instead of promising 'get rich quick' schemes, Bernier provides a well researched, holistic roadmap for creating an ideal investment portfolio and, in the process, building a meaningful life." - Ashley Whillans; Harvard Business School Professor; Author, Time Smart: How to Reclaim Your Time and Live a Happier Life

"Investing to help finance our future goals is a daunting task that requires attention, knowledge, and discipline. Jeff provides a toolkit to enlighten our investment journey, deal with the uncertainty of financial markets, and focus on our long-term goals with founded discipline." - Eduardo Repetto, PhD, Chief Investment Officer, Avantis Investors

"There are plenty of books on spiritual freedom and plenty of books on wealth management, but never has there been one book that speaks authoritatively on both topics. Jeff nails it here. Drink deeply." - Jeff Spadafora; Founder and President, The Way; Author, The Joy Model: A Step-by-Step Guide to Peace, Purpose, and Balance