by Shak Hill
Reviewed by Jon Ford, CFP®
Jon Ford, CFP®, of CF Financial Planning Solutions, Inc. in Mesa, Arizona, writes a regular "Financial Fundamentals" column for the Cedar Falls Times in Iowa.
The author summarizes comprehensive financial planning, including legacy and estate planning, investments, sources of ancillary benefits, putting a financial planning team together, and scores of other planning details often overlooked when people plan their finances.
But who is the book's intended audience? Cancer victims? Or as the expanded book title suggests, When the Doctor Says It's Cancer or Any Other Life Threatening Diagnosis: A Caring Financial Planning Guide. The truth is we all die, and a better question might be, "For whom is the book not intended?"
I am very sympathetic to the author's personal motives for writing the book. His wife is a cancer survivor and he hopes to provide others with a financial planning resource if they too are presented with the acute reality of looming death. However, beyond providing a narration of the elements and actions needed for comprehensive planning, the book adds very little. Because my wife Carolyn-also an FPA member-recently completed 15 months of breast cancer treatment, I hoped for more from this book.
Until the book, perhaps in a revision, answers the more immediate financial planning concerns of cancer victims, it won't be on my recommended reading list. I think I know what the author is trying to do-I just don't think he's done it yet.
Robak, LLC (2009)