INTELLIGENT DECISION MAKING

Why Smart People Do Stupid Things
with MONEY

Learn how to address your own financial dysfunction to make better financial decisions
– Bert Whitehead, MBA, JD

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MEET BERT WHITEHEAD

Bert simplifies and brings the basics of financial planning to all, not just the wealthy and elite. Bert’s real-life solutions to clients’ problems, his reputation as a leading authority and tireless proponent of ethical financial planning, as well as his valuable work as a coach, continues to have a major impact on the financial world.
Advice segment on PBS
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Bert Whitehead, MBA, JD

THE SYSTEM

Bert helps us analyze our core beliefs (financial dysfunctions) that may be blocking our path to financial peace of mind. Then he explains how we must base our financial decisions on endogenous factors (e.g., our stage of life, occupation, marital status) rather than on the exogenous factors (e.g., world affairs, interest rates) touted by financial gurus and pundits in the media.

He developed Functional Asset Allocation (FAA) for use in diversifying asset classes for real people, which includes real estate. In contrast to modern portfolio theory, FAA integrates holistic fee-only financial planning for all of us who must work for a living and accumulate and invest sufficient capital to fund our own retirement.

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WHAT PEOPLE SAY

AndrewWeil
"I didn't consider myself financially dysfunctional before I met Bert. His concepts make the financial world comprehensive to me."
Andrew Weil, M.D.
Best-selling author and world-renowned pioneer in integrative medicine
RobertEQuinn
"In Facing Financial Dysfunction, Bert offers profound guidance with simple concepts in understandable language. He helps us examine and change our belief systems, our behavior, and our capacity to accumulate wealth. He is a master teacher, and in this authoritative book he offers the best of what he knows. Read it and prosper."
Robert E. Quinn
Author of "Deep Change: Discovering the Leader Within"

BUY THE BOOK

Bert Whitehead’s book, Why Smart People do Stupid Things with Money, is available in paperback at the Book Store »
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