Navigating your financial future is not just about the money. Join Janet and Wasai as they journey through the complexities of life, death and family relationships to arrive at financial solutions that fit.

Discover the value of working with a knowledgeable, trustworthy financial advisor who serves as a financial GPS to help keep you on track.

The author has woven the lessons she hopes to impart into a rich tapestry—the fictional tale of two very real people and their extended family. While recounting this compelling story, also revealed is the thoughts and aspirations of the financial advisor who helps them sort through many personal and financial complexities. The story’s multiple threads are skillfully woven into one coherent picture, capturing both the inner workings of a team-based financial and insurance practice and the challenges families face when the needs of multiple generations and wildly different perspectives collide.

Never forgetting that the objective of the book is to enlighten as well as entertain, each chapter concludes with key takeaways that summarize the most important messages for both clients and advisors, as illustrated by recent events in the narrative. For those who like to jot down notes and questions as they read, blank notes pages are also included at the end of each chapter. In short, the book is crafted in a way that allows the reader to explore as they prefer and to select their own way of journeying.