• Malissa Marshall, CFP®, EA

Reading List

Updated: Mar 29

  • David Allen, Getting Things Done

  • Margaret Atwood, Hag-Seed (book group selection)

  • Chuck Collins, Born on Third Base: A One Percenter Makes the Case for Tackling Inequality, Bringing Wealth Home, and Committing to the Common Good (borrowed from a client)

  • Maia Duerr, Work That Matters: Create a Livelihood That Reflects Your Core Intention (more on this later)

  • John Elder, Reading the Mountains of Home

  • Jim Merkel, Radical Simplicity: Small Footprints on a Finite Earth

  • Carl Richards, The One-Page Financial Plan

  • Daniel Solin, The Smartest Sales Book You'll Ever Read (handout from a DFA conference I attended in Boston in June)

  • Gino Wickman, Traction: Get a Grip on Your Business

  • Brian Wruk, The American in Canada: Real-Life Tax and Financial Insights into Moving to and Living in Canada

  • Brian Wruk, The Canadian in America: Real-Life Tax and Financial Insights into Moving to and Living in the US


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