The ABCs of Financial Planning

From A to Z, this playful alphabet book turns financial planning into a story kids can enjoy and grown-ups will instantly recognize.

Each letter introduces a core concept of smart money management, from Assets and Bonds to Yield and Zero-Coupon Bonds. Along the way, young readers will discover Compound Interest, meet a trusty Fiduciary, explore the magic of Loss Harvesting, and learn why Sequence of Returns Risk keeps planners up at night. With simple language, witty nods to client meetings and tax season, and a focus on what actually drives long-term wealth, it is a fast, fun read that doubles as a surprisingly sharp primer on the financial planning playbook.

Perfect as a gift for financial advisors, wealth managers, and anyone who has ever explained an Expense Ratio over dinner, this is an ABCs book with just enough truth to make you laugh.