CFO Dad

by Jonathan Baird

First published 2020

Jonathan Baird draws on twenty years of financial experience to create a comprehensive guide for family money management. The certified financial planner addresses the challenge of finding trustworthy advice in a marketplace crowded with salespeople and conflicting information. Baird presents a step by step approach to building financial plans from scratch. His method covers budgeting fundamentals, saving strategies, investment principles, retirement preparation, college funding, charitable giving, and cryptocurrency investing. The book targets readers with little financial background, providing clear instructions they can follow to prepare for retirement security. Baird structures the content so novices can implement the strategies without prior expertise. The guide serves CFO Dads, CFO Moms, and solo financial managers who want to organize their household finances and build long term wealth through proven methods.

Genres: family, business, non-fiction, finance, personal-finance, accounting

Vibes: intimate, practical, thought-provoking

Tropes: how-to, self-help

93 pages · Paperback · Independently published

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