New book shows how to create the best financial plan for improving your life and benefiting loved ones.

When asked about what's important to them, people don't talk about dollars and cents, Dow Jones Averages, or bond yields. They talk about their loved ones – a spouse, a parent, a child.

We can't consider our personal finances without also thinking about those we love most. Based on his experience and conversations with clients over the past two decades, financial adviser BRUCE HELMER has developed a holistic, heart-based approach to financial planning that focuses on what we want most out of life... rather than what we need, and how to improve the lives of those we care about.