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The Case Approach to Financial Planning

Author: Grable, Ph.D, CFP, RFC; Klock, MBA, RFC; Lytton, Ph.D, RFC

The long awaited companion to The Process of Financial Planning. This book begins with an overview of the financial planning process, financial computations for financial planning, and cash-flow planning, along with useful calculations and analysis tools. Also includes sample forms, questionnaires, and worksheets.
Book + CD

DescriptionQty
The Case Approach to Financial Planning
Media Description: Book + CD
Pub Number: 7200000K
Price: $94.95

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The long awaited companion to The Process of Financial Planning.  This book begins with an overview of the financial planning process, financial computations for financial planning, and cash-flow planning, along with useful calculations and analysis tools.  Then it analyzes a running case throughout each component of a comprehensive financial plan.  Also includes sample forms, questionnaires, and worksheets.   This title includes seven additional mini-case studies and a CD-ROM with valuable worksheets.  Book + CD, 384 pages.  Available October 2008.