Your Intentional Financial Life
A Twelve-Month Path to Clarity and Confidence
By Andrew Rosen, CFP®
This isn’t a book about perfect finances or beating the market. It’s a month-by-month plan for making money work for your life — built by someone who’s spent 20 years sitting across the table from families just like yours.
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This is not a book about perfect finances or market predictions. It's a plan for living with more intentionclarityconfidence - so money supports your life, one clear step at a time.
What You'll Learn
What You'll Build, Month by Month
Each chapter tackles one essential piece of your financial life — in the order it actually matters. No jargon. No guilt. Just one clear step each month that builds on the last.
Examples:
Month 1: Know Where You Stand Build a clear, honest picture of your financial life today — income, expenses, debt, assets. No judgment, just clarity.
Month 3: Protect What Matters Insurance, estate documents, emergency funds — the unsexy stuff that keeps everything else from falling apart.
Month 5: Invest With Intention A straightforward framework for investing that matches your actual life and risk tolerance — not what the internet tells you to do.
Month 8: Plan for the Life You Want Retirement isn’t a number. It’s a vision. Build one that reflects how you actually want to live.
Month 10: Teach Your Kids About Money How to raise financially literate kids without turning every dinner into a lecture.
Month 12: Live It Pull it all together into a system that runs without constant attention — so you can get back to living.
Andrew Rosen, CFP®
Andrew Rosen didn’t set out to write a book. He set out to build a firm that actually put families first — and after 20 years of doing it, he realized the lessons were too important to keep inside the conference room. Growing up, Andrew watched his father navigate money with a mix of quiet discipline and deep generosity — never flashy, always intentional. That imprint shaped everything: the way Andrew advises clients, the culture he’s built at Diversified, and ultimately, this book. Today, Andrew serves as Executive Chairman of Diversified LLC, one of the fastest-growing independent wealth management firms in the country — $3.5 billion in assets, eight offices, and not a single dollar of private equity on the cap table. He built it the hard way: one relationship, one family, one right decision at a time. He writes regularly for Forbes and Kiplinger, has been featured in The Wall Street Journal, Barron’s, CNBC, and USA Today, and is a sought-after speaker on building intentional firms and intentional financial lives. But if you ask Andrew what he’s most proud of, it’s not the AUM number. It’s the families who call him when life gets complicated — not because they have to, but because they trust him to tell them the truth. Your Intentional Financial Life is that truth, written down.
Praise for Your Intentional Financial Life
