The Process of Financial Planning: Developing a Financial Plan

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