Winding Forest Road
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On Life's journey, do you know where you are headed?

We are all uniquely created for a purpose. Life is a journey to discover our “true self” and pursue this inspired purpose. Many of us have either not found our purpose or, sadly, fail to pursue it due to financial considerations.  As you navigate the second half of your journey,  it’s time to uncover “what makes your heart come alive” and create the margin (financial plans, time and energy) to live it  with more clarity and financial confidence.

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PRAISES

“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/President of The Way

Author of   The Joy Model:  A Step-by-Step Guide to Peace, Purpose, and Balance

INDUSTRY AFFILIATIONS

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DISCOVER

  • Financial Peace and Meaning in Tandem

  • The Six Financial Challenges in Retirement

  • How to Find the Right Financial Advisor for Your Needs

  • Creating Income for Life

  • Risk Management

  • Evidence-Based and Rational Investing 

  • Goal-Focused Planning

  • Estate Planning

  • Income Tax Planning

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ABOUT THE BOOK

The novelist F. Scott Fitzgerald once famously said, “There are no second acts in American lives.” The Money and Meaning Journey: A Guide to Clarity, Financial Confidence and Joy aims to refute that assertion. It shows that it is possible for wealth and meaning to grow together in your life’s second act. That it is possible to create  wealth and use it to benefit your life, your family, and your surrounding community. Jeff Bernier walks readers through the process of uncovering “what matters most” and offers a toolkit for managing money in the second act of their lives through goal-focused investing, tax planning, and estate planning.

 Jeff Bernier’s thirty-six years of experience as a financial advisor will help you:

  • Conduct introspection to discover your unique strengths and passions

  • Design a financial plan that fuels your life’s purpose 

  • Create goal-focused plans for your money

  • Capture market returns in a low cost, tax efficient manner

  • Altruistic tax planning  

  • Learn strategies for creating income to do what you love in retirement 

  • Be a responsible steward through risk management and estate planning

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WHAT'S INSIDE

 

Part I. Enjoying the Journey 
Chapter   1:   The Money and Meaning Journey 
Chapter   2:   Financial Peace and Meaning in Tandem 
Chapter   3:   Replace “Fake It Till You Make It” with the “Immortal Diamond” 
Chapter   4:   The Hero’s Journey 
Chapter   5:   VUCA, Finances, and the Hero’s Guide

Part II. The Money and Meaning Experience

Chapter   6:   Getting Clear—Who Are You? Why Are You Here?

Chapter   7:   Finding Your Act 2 Stage 
Chapter   8:   Creating Margin and Getting Free 

Part III: The Wealth Management Toolbox 

Chapter    9:   The Process 
Chapter  10:   Risk Management 
Chapter  11:   Tax Planning
Chapter  12:   Income for Life

Chapter  13:   Legacy Planning

Chapter  14:   Evidence-Based Investing

Chapter  15:   Behavioral Investing

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WHAT'S INCLUDED IN A HOLISTIC WEALTH MANAGEMENT PLAN?

Financial Planning

A holistic financial plan can help you get your resources and actions in alignment with what matters most.

 

Asset Management

A goal-driven and focused investment management plan can align your assets with your goals and your ability and willingness to take risks.


Risk Management

A risk management plan can free you to enjoy your journey while feeling confident that you protected your income, assets, and loved ones from anticipated risks.

 

Tax Planning

Tax planning can help you uncover opportunities to preserve wealth and enhance the funding of your financial goals.

 

Retirement Planning

A retirement income plan can help you transition confidently and remain comfortable in retirement.

 

College Savings Plan

A college savings plan can prepare you for the costs of higher education, relieving you of financial stress when that time comes.

 

Estate Planning

Coordinated estate planning can give you confidence that, upon your death, wealth is passed to individuals or institutions in an effective manner while remaining consistent with your values.

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MEET
JEFF BERNIER

Jeff has provided personalized financial advice to individuals and families since 1986. After starting his career with a large firm where he felt there were limited products and services available, he made the decision to form an independent registered investment advisory (RIA) firm, TandemGrowth Financial Advisors, LLC. This gave Jeff the freedom to offer the holistic, objective advice that he believes his clients need and deserve.

Three decades later, Jeff couldn’t be prouder of his team and the firm’s continued dedication to its clients and their financial planning. In addition, Jeff enjoys sharing his experiences as a speaker, author, and host of the Money and Meaning Podcast. Jeff is especially passionate about coaching clients on how they can uncover “what matters most” and align their actions and resources with their goals; teaching a better way to invest—evidence based investing—and helping people become better investors through behavioral investment counseling. 

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