The Process of Financial Planning: Developing a Financial Plan
Ruth H. Lytton; John E. Grable; Derek D. Klock
Language: English
Published by Natl Underwriter Co, 2006
- Softcover
- Used
Seller: ThriftBooks-Dallas, Dallas, TX, U.S.A.ThriftBooks-Dallas
AbeBooks seller since July 2, 2009
Condition: Used - Good
US$ 18.23
Quantity: 1 available
Add to basketItem description from seller
Former library book; Pages can have notes/highlighting. Spine may show signs of wear. ~ ThriftBooks: Read More, Spend Less.
Seller Inventory # G087218692XI3N10
- Title
- The Process of Financial Planning: Developing a Financial Plan
- Author
- Ruth H. Lytton; John E. Grable; Derek D. Klock
- Publisher
- Natl Underwriter Co
- Publication year
- 2006
- Condition
- Good
- Dust jacket
- No Jacket
- Binding
- Paperback
- Language
- English
- ISBN 10
- 087218692X
- ISBN 13
- 9780872186927
- Item weight
- 1.72 pounds
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
"Synopsis" may belong to another edition of this title.
ThriftBooks-Dallas
Dallas, TX, U.S.A.
AbeBooks seller since July 2, 2009
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