Resources




























“The only kind of learning which significantly influences behavior is self-discovered or self-appropriated learning – truth that has been assimilated in experience.”
– Carl Rogers


Morgan Legacy Trust offers learning enrichment for your journey through Values-Based Financial Planning™ and beyond.

Values-Based Financial Planning™ Book

Values-Based Financial Planning™ has been endorsed by:

Dr. Stephen R. Covey - Dr. Covey is the author of The 7 Habits of Highly Effective People, which was named the #1 Most Influential Business Book of the Twentieth Century and one of the top-ten most influential management books ever written. Dr. Covey is an internationally respected leadership authority, family expert, teacher, organizational consultant and author. He has dedicated his life to teaching people-centered living and leadership to build both families and organizations. He holds an M.B.A. from Harvard University, a doctorate from Brigham Young University, seven honorary doctorate degrees, and has been recognized as one of Time magazine's 25 Most Influential Americans.

David Bach - David is the New York Times best-selling author of Smart Women Finish Rich, Smart Couples Finish Rich, and The Automatic Millionaire. When David was a practicing advisor, he was a student of Values-Based Financial Planning.™ In his books, there are many references to Bill Bachrach and tools like the Financial Road Map.®

Harry Dent - Harry is one of the most respected and sought-after economists in the world. He has published two bestselling books: The Roaring 2000s and The Roaring 2000s Investor. Several successful mutual funds are based on Harry's economic models. He has established himself as a leader helping people to become financially successful.


Newsletters

Current Issue:

Values-Based Quality of Life – Vol. 11, Issue 3

Archives:

Values-Based Quality of Life – Vol. 11, Issue 2
Values-Based Quality of Life – Vol. 11, Issue 1
Values-Based Quality of Life – Vol. 10, Issue 12
Values-Based Quality of Life – Vol. 10, Issue 10
Values-Based Quality of Life – Vol. 10, Issue 9
Values-Based Quality of Life – Vol. 10, Issue 8
Values-Based Quality of Life – Vol. 10, Issue 7
Values-Based Quality of Life – Vol. 10, Issue 6
Values-Based Quality of Life – Vol. 10, Issue 5
Values-Based Quality of Life – Vol. 10, Issue 4
Values-Based Quality of Life – Vol. 10, Issue 3
Values-Based Quality of Life – Vol. 10, Issue 2
Values-Based Quality of Life – Vol. 10, Issue 1

Values-Based Quality of Life – Vol. 9, Issue 12
Values-Based Quality of Life – Vol. 9, Issue 11
Values-Based Quality of Life – Vol. 9, Issue 10
Values-Based Quality of Life – Vol. 9, Issue 9
Values-Based Quality of Life – Vol. 9, Issue 8
Values-Based Quality of Life – Vol. 9, Issue 7
Values-Based Quality of Life – Vol. 9, Issue 6
Values-Based Quality of Life – Vol. 9, Issue 5
Values-Based Quality of Life – Vol. 9, Issue 4
Values-Based Quality of Life – Vol. 9, Issue 3
Values-Based Quality of Life – Vol. 9, Issue 2
Values-Based Quality of Life – Vol. 9, Issue 1

Values-Based Quality of Life – Vol. 8, Issue 12
Values-Based Quality of Life – Vol. 8, Issue 11
Values-Based Quality of Life – Vol. 8, Issue 10
Values-Based Quality of Life – Vol. 8, Issue 9
Values-Based Quality of Life – Vol. 8, Issue 8
Values-Based Quality of Life – Vol. 8, Issue 7
Values-Based Quality of Life – Vol. 8, Issue 6
Values-Based Quality of Life – Vol. 8, Issue 5
Values-Based Quality of Life – Vol. 8, Issue 4
Values-Based Quality of Life – Vol. 8, Issue 3
Values-Based Quality of Life – Vol. 8, Issue 2
Values-Based Quality of Life – Vol. 8, Issue 1

Values-Based Quality of Life – Vol. 7, Issue 12
Values-Based Quality of Life – Vol. 7, Issue 11
Values-Based Quality of Life – Vol. 7, Issue 10
Values-Based Quality of Life – Vol. 7, Issue 9
Values-Based Quality of Life – Vol. 7, Issue 8
Values-Based Quality of Life – Vol. 7, Issue 7


Learn more about Values-Based Financial Planning™ now. Contact us and we can discuss sending you a copy of Values-Based Financial Planning™ and recent newsletters to help you determine whether we are a good fit for you.


Advisory services offered through Cambridge Legacy Advisors, Inc. Securities offered through Cambridge Legacy Securities, L.L.C. Member FINRA & SIPC-MSRB registered. Supervisory office 4100 Spring Valley Rd., Suite 500 Dallas, Texas 75244 P. 972-267-8181

*Values Based Financial Planning & the Financial Road Map® are registered trademarks of BAI (Bachrach & Associates, Inc.) at www.baivbfp.com. All rights reserved.