The Comprehensive Financial Planning Bundle
The Process to Financial Planning & The Case Approach to Financial Planning
Together, these texts offer the benefit of discovering the practical processes of building a financial planning practice with a real-world demonstration of these concepts in practice; resulting in an individual thoroughly prepared to make the transition in the financial planning arena.
The Process of Financial Planning: Developing a Financial Plan
Lytton | Grable | Klock
The first and only publication of its kind, this text provides a systematic process that provides the framework for the
practice of financial planning. It discusses concepts central to everyday practice: the ethical, legal, and regulatory
environment, planner-client communication, and planner-client decision-making. Finally, it explains the components of
a model financial plan to document and guide the process for the planner and client. In effect, this guide bridges the
path from student to working professional.
The Case Approach to Financial Planning: Writing a Financial Plan
Lytton | Grable | Klock
This unique companion to The Process of Financial Planning explains and fosters sound planning and decision-
making strategies, using the case study approach. Beginning with an overview of the financial planning process and
covering financial computations, cash-flow planning and analysis tools, this resource provides students a real-world
demonstration of how a financial planner works.
- Present useful calculation and analysis tools- sample forms, questionnaires, and worksheets
- Offer core planning topic-specific chapters with planning strategies, advantages and disadvantages, and application to
case studies
- Short, quantitative and analytical problems, and several mini-cases
- Analyze a running case throughout the entire text
The text is supplemented with a CD-ROM featuring the Financial Facilitator spreadsheet.