Available July 21st, 2026

Money isn't just for tomorrow's security, it's for today's purpose.

Even More Than Money shares 20 real-life stories, told by financial advisors, about how thoughtful planning can connect money with life decisions.

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About The Book

Real Stories About What Money Is Really For

Most people approach money backwards. They obsess over budgets, investment strategy, and the pursuit of “more”, without ever asking what it’s actually for. Even More Than Money shares 20 stories based on real people, told by the financial advisors who lived them alongside their clients, built around five frameworks for a richer kind of planning: Living, Changing, Dreaming, Giving, and Enduring. The stories in the book are provided for educational and illustrative purposes only. They should not be interpreted as representative of any particular client experience or as a guarantee of future results.

Edited by Shanna Due | Curated by Taylor Schulte & Justin Castelli

The stories in the book are provided for educational and illustrative purposes only. They should not be interpreted as representative of any particular client experience or as a guarantee of future results.

20 advisors. One book. Officially Launching July 21st, 2026

Featured Chapter

Why My Chapter Opens the Book

My chapter is the first story in Even More Than Money and opens the book’s first section, “Money Is for Living.”

That placement matters because the story introduces one of the book’s central ideas: money is most meaningful when it supports the life you actually want to live.

The chapter follows a real client through a major life transition and reflects something I believe deeply: financial planning should begin with your life, not just your accounts.

That belief is personal to me. I built Apprise Wealth Management to support women navigating major financial transitions, and part of what shaped that mission was watching my mother face financial hardship during a difficult chapter of her life.

My chapter is based on a real client story. The client consented to the story being shared, and identifying details have been changed or omitted to protect privacy. The story is provided for educational and illustrative purposes only. It should not be interpreted as representative of every client experience or as a guarantee of any particular outcome.

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This Book is for Those Dealing with:

retirement tax bill

Divorce

Sad senior woman sitting at table

Loss of a Loved One

how women overcome retirement shortfall

Career Burnout, Job Change, or Retirement

Middle aged couple cuddling together

Empty Nest

More than a book

A Mission Behind Every Copy

The authors of Even More Than Money are not receiving royalties or other author compensation from the book. Amounts that would otherwise be paid to the authors are being directed to 3rd Decade, a nonprofit that provides financial education and mentoring for young adults. 3rd Decade’s mission is to change financial futures forever, starting today.

Apprise Wealth Management is not affiliated with 3rd Decade. 

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By submitting, you agree to be contacted by Apprise Wealth Management. We respect your privacy and never share your information.

Beneficiary Designation Checklist

Naming a beneficiary to your account is a simple, effective, and flexible way to keep your assets out of probate after death. Use this checklist to make sure your accounts have correctly designated beneficiaries.

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Beneficiary Designations

How to Flourish Through Life's Big Changes
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