SKU: 96038519495

The Ultimate Financial Plan

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The Ultimate Financial PlanHow to build a financial plan that really blends into your life The latest volume in the bestselling Ultimate series, Jim Stovall and Tim Maurer's The Ultimate Financial Plan: Balancing Your Money and Life is a one stop, comprehensive, personal financial planning book exploring the intersection of money and life. The Ultimate Financial Plan examines the connection between actions, thoughts, and feelings when it comes to all things financial. The key

How to build a financial plan that really blends into your life

The latest volume in the bestselling Ultimate series, Jim Stovall and Tim Maurer's The Ultimate Financial Plan: Balancing Your Money and Life is a one-stop, comprehensive, personal financial planning book exploring the intersection of money and life. The Ultimate Financial Plan examines the connection between actions, thoughts, and feelings when it comes to all things financial. The key to getting the most out of your wealth, the authors argue, is certainly found in the wise utilization of tools, like budgets, bank accounts, 401(k)s, IRAs, Roth IRAs, education savings plans, and real estate, as well as home, auto, business, health, disability, and long term care insurance, but even more so in the contentment found in balancing money's influence in our lives with personal values and goals.

  • An insider's look into the recently humbled "Big 3"--the banks, brokerage firms, and insurance companies--and the inner workings that often set their proprietary goals and objectives above all
  • A critical examination of the role of various financial sales people, advisors, planners, and consultants
  • A guide to navigating Economic Bias--a conflict of interest involving money--and how it affects every financial decision we make

The Ultimate Financial Plan is the application of the resources at your disposal for the purpose of living your life to the fullest, and this book will show you the quickest route to getting started on the path to ultimate success.



Binding Type: Hardcover
Publisher: John Wiley & Sons
Published: 09/06/2011
ISBN: 9781118073537
Pages: 257
Weight: 1.00lbs
Size: 9.02h x 6.30w x 1.15d
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SKU: 96038519495

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Shannon Cross
Phoenix, US
★★★★★ 5
Seriously underrated!
Format: Kindle
I just happened up this book by a fairly new queer writer and instantly fell in love with this book! Like head over heels, couldn't put it down in love. The first paragraph had me laughing, and those laughs carried on throughout the book. But on the flip side, the story will have you in tears of empathy for the main character as she navigates her life with the continued loss of her big brother and biggest supporter. Lastly, these two main characters are ones you root for from the word go!!
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Reviewed in the United States on April 16, 2025
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Ivy
West Palm Beach, US
★★★★★ 5
Beautiful sapphic story
Format: Kindle
This neurodivergent sapphic romance was everything I wanted in a book. Seeing the messing sides of both characters and seeing them come together was beautiful. Relationships are hard. Being neurodivergent is really really hard. The author somehow got it into these pages and it's beautiful.
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Reviewed in the United States on May 26, 2026
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tracie dietz
Battle Creek, US
★★★★★ 4
pretty cute, mediocre writing
Format: Kindle
Its okay and cute story and characters but writing feels cringey and lazy at times. I also tended to find the main characters sometimes annoying
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Reviewed in the United States on October 8, 2025
C
Clair Brendel
Grantham, US
★★★★★ 3
flawed and sweet
Format: Kindle
While the premise of the book was endearing, it quickly felt under-researched and over-represented. Giving characters mental health diagnoses while describing only surface level or self-diagnosed criteria makes the characters feel stereotypical and under-developed. The manic-like decision making of one of the main characters is often used as a plot point, making it feel like a gimmick to blame the character’s “neurodivergence”. Had there been better research and understanding into mental health diagnoses, and less stereotypically representation, it would have been easier to enjoy. Aside from that I liked the premise of the plot and found the build of found family, friendship, and love to be sweet.
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Reviewed in the United States on February 23, 2026
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Mia Evans
Lake Worth, US
★★★★★ 5
Perfect spring romcom!
Format: Paperback
What a beautiful story about finding the life and partner that works for you. I may need to go buy a flower farm and come right back! If you want a book with the most perfect spring vibes this is it! I loved that Opal and Pepper had such complementary skills when it came to the flower farm. Opal bought a flower farm for the vibes and without Pepper would have had absolutely no hope of maintaining it. Honestly relatable. I loved seeing them working together and learning to understand one another. I also loved how this story explored neurodivergence and the different strengths and struggles it can bring. Opal's experience of being neurodivergent is dissimilar to other descriptions I have read and I really appreciated it. I became a reader because I love seeing how people's minds work differently but with how much I read it's unusual that I come across a character who really stands out. Opal is one who does. If you want a story that is the perfect escapism while also being very grounded in issues and experiences people have then this is the perfect fit! I love reading books about things that sound so incredibly cool, like owning a flower farm, but I would be completely terrible at! I'm over here like maybe I do need a flower farm and my half-dead houseplants are judging me. Thanks to St. Martins Press!
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Reviewed in the United States on April 16, 2024

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