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Books & White Papers

With tenacity, curiosity, and empathy, Joyce Franklin conducted dozens of interviews and countless hours of research to craft actionable, insight-filled guidebooks for the modern work world.

Books

A respected thought leader and voice of calm amidst the market hype, Joyce has written two books about wealth preservation and provided source material for other publications.​

Startup Wealth

Joyce L. Franklin, CPA, CFP®

The Entrepreneur’s Guide to Personal Financial Success and Long-Term Security

Life, Liquidity & the Pursuit of Happiness

Joyce L. Franklin, CPA, CFP®

How to Maximize and Preserve Your Startup Wealth and Live Your Dreams

White Papers​

Our white papers offer the same brand of expert advice as Joyce’s financial planning books, only with a narrower focus and fewer pages.​

Preserving the Wealth of Successful High-Tech Community Members​

The BE WISE Planning Strategy for Tech Executives and Entrepreneurs

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Helpful Graphics

These handy graphics are designed for entrepreneurs and individuals working in tech.

The Entrepreneur’s Wheel of Life​

The Four Phases of Startup Life

The BE WISE Planning Strategy

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Preserving the Wealth of Successful High-Tech Community Members

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The BE WISE Planning Strategy for Tech Executives and Entrepreneurs

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The Entrepreneur’s Wheel of Life
The Four Phases of Startup Life
The BE WISE Planning Strategy