Book Recommendations

Why Smart People Do Stupid Things with Money: Overcoming Financial Dysfunction by Bert Whitehead
This is a great book for someone trying to figure out his or her finances. It’s the blueprint for a lot of the work that I do with clients.


Cambridge Capsule Volume 2: Creative Budgeting by Bert Whitehead
How budgeting can go from being a drag to being fun. For folks with credit problems, this book also covers benchmarks for who should help themselves and who needs more help.



Cambridge Capsule Volume 8: Rational Real Estate Strategies by Bert Whitehead
Figure out how real estate fits into your overall investment strategy. This book covers how to buy real estate (“In real estate you make money when you buy”), principal residences, and rental property.



Everyday Miracles: The Inner Art of Manifestation, by David Spangler
Long before “The Secret” David Spangler was writing about spiritually attracting the things that you want. New age without being woo-woo, this is a book about the law of attraction.



The Power of Focusing: A Practical Guide to Emotional Self-Healing by Ann Weiser Cornell
A book that teaches a technique for how to get un-stuck




It's Not About the Coffee: Lessons on Putting People First from a Life at Starbucks by Howard Behar
Stories from the manager who is behind Starbuck’s success.




Pour Your Heart Into It: How Starbucks Built a Company One Cup at a Time by Howard Schultz
Stories from Starbuck’s vision guy.




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Moving Forward on Your Own: A Financial Guidebook for Widows by Kathleen M. Rehl
A beautiful book to help women during this transition.





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Overcoming Underearning(R): A Five-Step Plan to a Richer Life by Barbara Stanny
This books offers guidance for those who want to use their emotions to their advantage.



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Planner in Chicago, Illinois | 773-404-9344