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 Home » Books » The Process of Financial Planning: Developing a Financial Plan

The Process of Financial Planning: Developing a Financial Plan

  • List Price: $85.00
  • Buy New: $1.99
  • as of 11/29/2014 04:12 EST details
  • You Save: $83.01 (98%)
In Stock
New (12) Used (27) from $0.05
  • Seller:Virginia Tech Services, Inc.
  • Sales Rank:859,080
  • Languages:English (Unknown), English (Original Language), English (Published)
  • Media:Paperback
  • Number Of Items:1
  • Edition:1
  • Pages:355
  • Shipping Weight (lbs):1.9
  • Dimensions (in):10.8 x 8.4 x 0.8
  • Publication Date:November 1, 2006
  • ISBN:087218692X
  • EAN:9780872186927
  • ASIN:087218692X
Availability:Usually ships in 1-2 business days

Features:
  • Used Book in Good Condition


Editorial Reviews:
Synopsis
As the first publication of its kind, the resources necessary to write effective financial plans are now in one book. Discover detailed, easy-to-follow steps within the systematic financial planning process that lead to meaningful results and allow process management. Loaded with time-saving analytical tools such as sample forms, questionnaires, and worksheets benefiting anyone from a novice to an experienced planning professional
The first and only publication of its kind, The Process of Financial Planning: Developing a Financial Plan, provides a systematic process for how to write financial plans. By systematically working through the plan-writing process itself, you'll learn how to obtain and extract pertinent information, input data, analyze results, make appropriate changes, and present a proposed plan that will carry out your clients' goals. After reading this book, you'll be able to:

Explain and foster sound planning logic and decision-making strategies

Present useful analytical tools - sample forms, questionnaires, and work sheets

Integrate the individual components of a comprehensive financial plan
Each Chapter Includes:


Learning Objectives

Flow Charts, Tables, Exhibits

Key Terms and Formulas

Planning Tips

Chapter Review

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