Build Out Wealth is your invitation to step off financial autopilot and create a life of intention, clarity, and purpose.
Are you chasing goals that no longer feel aligned with who you are? In a world full of noise, conflicting advice, and pressure to keep up, it's easy to lose sight of what truly matters. This book helps you rethink your relationship with money and reconnect with your core values.
Drawing on her global experience as a CFA(R) Charterholder and investment professional, Lidia Treiber introduces a values-based personal finance approach: the Values, Spending & Earnings (VSE) Intelligent Wealth Framework(TM). This human-centered framework helps you realign with your values, increase financial literacy, and expand your mindset to build greater financial flexibility.
Through psychology-based research, practical strategies, and reflective exercises, you'll learn how to:
Clarify your values and use them as a financial compassMake intentional money choices that support the life you truly wantUnderstand financial concepts like asset allocation, compounding, and risk awarenessDevelop smarter financial habits that build resilienceShift from short-term thinking to long-term fulfillmentGrounded in real-world strategy, Build Out Wealth empowers you to take control of your finances while staying true to what matters most. This isn't just about accumulating wealth - it's about using money intentionally to design a life aligned with your values and goals.
"A compelling guide for anyone seeking a more intentional path to lasting wealth. Build Out Wealth captures what makes Lidia's perspective so powerful-clarity, integrity, and intention-empowering readers to think differently about time, purpose, and wealth."
- William Henderson, Chief Investment Officer, Valley National Financial Advisors
Disclaimer: This book aims to support financial literacy and values-based decision-making. It does not provide personalized financial advice.