Investor Behavior: The Psychology of Financial Planning and Investing by H. Kent Baker and Victor Ricciardi, editors published by Wiley Finance.
The Financial Widsom of Ebeneezer Scrooge: 5 Principals to Transform Your Relationship with Money, by Brad and Ted Klontz.
Wealth: An Owner’s Manual, by Michael Stolper.
Why Smart People Make Big Money Mistakes and How to Correct Them, by Gary Belsky & Thomas Gilovich.
**Wired for Wealth: Change the Money Mindsets That Keep You Trapped, by Brad Klontz, Ted Klontz and Rick Kahler.
Web-based Financial Planning Self-Help
(These may be helpful, but are not a substitute for working with a professional financial planner. Also, beware of storing your personal passwords on online sites where they might be hacked.)
Searching for a Financial Planner?
Certified Financial Planners Board of Standards, Inc.
Financial Planning Association®
The National Association of Personal Financial Advisors
Learn More About Behavioral Finance?
Want Training in Financial Planning?
Since 1988 Bachrach and Associates have been teaching and coaching financial professionals to build communities of Ideal Clients through the successful implementation of Values-Based Financial Planning™ and we’re pleased to have the opportunity to help you do the same.
Are You a Financial Planner Looking for Resources to Help People in Need?
The Foundation for Financial Planning supports pro bono advice and outreach activities. The goal is to help people take control of their financial lives by connecting the financial planning community with people in need.