The Financial Planning Workbook: Managing to be Wealthy for Individuals and Business Owners

English | ISBN: 0997952709 | 2016 | EPUB | 140 Pages | 297 KB

From the Certified Financial Planners of John E. Sestina and Company comes The Financial Planning Workbook. Drawing from over fifty years of professional experience, this workbook provides a wealth of resources that will help you create and monitor a successful financial plan. Explore the keys to financial success including cash flow management, income planning, investments, retirement planning, insurance, dependent planning, and estate planning.

By breaking down complex financial concepts into clear, manageable tools, The Financial Planning Workbook provides an excellent balance between theory and practice, and is the definitive guide for building your own financial plan.

Inside this innovative workbook you will learn to:
- Set specific and achievable financial goals
- Apply economic analysis to all financial decisions
- Analyze income and asset protection strategies
- Integrate and monitor your personal financial plan

Whether you're a recent college graduate or decades into your career, The Financial Planning Workbook will provide you with the necessary tools to build a strong financial future and achieve peace of mind.

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