PDF Ebook The Process of Financial Planning: Developing a Financial Plan, by John E. Grable, Ruth H. Lytton, Derek D. Klock
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The Process of Financial Planning: Developing a Financial Plan, by John E. Grable, Ruth H. Lytton, Derek D. Klock
PDF Ebook The Process of Financial Planning: Developing a Financial Plan, by John E. Grable, Ruth H. Lytton, Derek D. Klock
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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
- Sales Rank: #1556743 in Books
- Brand: Brand: National Underwriter Company
- Published on: 2006-11-01
- Original language: English
- Number of items: 1
- Dimensions: .80" h x 8.40" w x 10.80" l, 1.70 pounds
- Binding: Paperback
- 355 pages
- Used Book in Good Condition
Most helpful customer reviews
2 of 2 people found the following review helpful.
The Process of Financial Planning
By Mark Costa
This text is a very descriptive and informative book to own. It describes to you some items that any financial planner needs whether a novice, student, or seasoned professional. I recommend this text to anyone who wants to learn more about financial planning as a career path.
2 of 2 people found the following review helpful.
Book Review: The Process of Financial Planning
By John Christopher Bryant
The Process of Financial Planning: Developing a Financial Plan written by Ruth H. Lytton, John E. Grable, and Derek D. Klock was published by The National Underwriter Company. It is a unique book for students and practitioners of financial planning services. The writers offer broad strokes and practical detail for those offering help to individuals in need of advice. The authors take the reader through The Profession of Financial Planning; answering the question "What is Financial Planning?" And covering Ethics, Laws, and Regulations: How Standards Impact the Plan, Process, and the Profession. Lytton, Grable, and Klock offer tools and systems in The Process of Financial Planning. They emphasize Client Communications and Decision Making as Fundamental Tools in the Process. They provide an Overview of the Systematic Process with emphasis on Framing the Relationship, the Situation, and the Goals. They furnish resources for Analyzing the Situation and Developing the Plan then Implementing and Monitoring the Plan. Finally, the writers wrap up with The Product of Financial Planning - Developing a Product: Writing a Financial Plan. This book furnishes several resources as appendices to the main content. The Client Intake Form, Financial Planning Benchmarks, Assessing Your Financial Risk Tolerance provide the practitioner with practical tools to gather information and make assumptions. Finally the Sample Plan is a modular presentation for Education Planning. The financial plan is extensive and thorough. Throughout the text, the writers utilize a client-adviser scenario that is consistent to the end. It is well worth the time and money to read, study and implement. Students preparing for their career and professionals continuing their education shall have a good resource in The Process of Financial Planning: Developing a Financial Plan written
0 of 0 people found the following review helpful.
Good reference
By Michael
Pretty straight forward read with no surprises. Consolidates already known principles and lays out a framwork for easy reading and reference.
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