The Money & Meaning Journey

"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.