Planning a Successful Future: Managing to Be Wealthy for Individuals and Their Advisors
Publisher: Gildan Media
Date: April 2017
Duration: 6 hours 58 minutes
FROM THE FATHER OF FEE-ONLY FINANCIAL PLANNING-THE ACTION GUIDE TO FINANCIAL SECURITY
Planning a Successful Future gives financial planners and their clients everything they need to create customized financial plans to fund all the goals in their lives.
Financial planning is a complex practice with many variables to analyze and unpredictable forces that can derail the best-laid plans in a matter of hours. A successful financial strategy starts with unbiased, customer-focused advice like the kind you'll get inside from legendary advisor John Sestina, who has profited solely with his clients' fees for fifty years. Expert guidance, illustrative examples of covered concepts working in the real world, and simplifying worksheets put a secure financial future within reach by showing you how to:
Identify your goals and achieve them
Create a realistic and goal-based financial plan
Take an informed, proactive approach to your finances
Allocate investments to fully achieve your goals
Start making the best decisions for your financial future now with Planning a Successful Future.