They covered many of the same topics including, but not limited to, the financial planning process, income taxes, debt repayment, budgeting, issues relating to investments, stocks and market caps, mutual funds, retirement and life transition. In the book these topics were treated more as a source of information than as a source of advice and instruction. For example, when the book talks about the financial planning process it states that it consists of 5 steps. The first step is to analyze your current finances, the second step is to develop specific goals, the third step is to identify and evaluate possible strategies for achieving your goals, the fourth step is to establish and implement your plan, and the final step is to reevaluate and revise the plan as needed. Because this process is an important aspect of financial planning, it is revisited at the beginning of each chapter. This helped me evaluate my financial process and compare it to that of the book “Your Life Your
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