The Balancing Act
by Dave Baldwin, CFP®
Rewrite your financial script
Understanding why you spend the way you do is the first step in changing your behavior to line up with your long-term goals. Whether you are trying to catch-up, get ahead, or simply trying to maintain a balance between your income and your spending, The Balancing Act can provide the tools for you to achieve your financial goals.
This book was written to help everyone, regardless of age, income, or financial position. Like a screenplay plotline your financial life has probably experienced ups, downs, challenges and setbacks. Wherever that plot has left you, be the hero of your personal story and take control of your financial script. The Balancing Act walks the reader through a step by step process to change their financial behavior and rewrite their financial script.
The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.
Dave Baldwin (CA Insurance Lic #0F04767) is a registered representative and investment advisor representative with/and offers securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.
Tax preparation services offered through Talents Financial Planning and Wealth Management are separate and unrelated to Commonwealth Financial Network®.
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.
Form CRS: Client Relationship Summary
© 2024 All Rights Reserved | Talents Financial Planning & Wealth Management