The Ideal Companion to The Process of Financial Planning!
Boost the effectiveness of your practice with enhanced planning and decision-making skills that are imparted through the case-study approach.
Learn how to:
- Obtain and extract pertinent information
- Analyze results
- Make appropriate changes
- Present a plan that will carry out the clients' goals
Get an overview of the financial planning process, financial computations, cash-flow planning, useful calculations and analysis tools, sample forms, questionnaires and worksheets. Includes a supplemental CD-ROM that offers additional valuable worksheets, including the Financial Facilitator Spreadsheet. |