Author: John E. Sestina
Publisher: Kaplan
ISBN: 9780793137169
Category : Business & Economics
Languages : en
Pages : 319
Book Description
The founder of fee-only financial planning coaches investors at any level on how to create a realistic and goal-oriented financial plan. His "big picture" approach is supported with more than 70 detailed checklists and calculations to keep readers on track. Whether novice or experienced, this book leads investors toward financial independence by helping them select the right financial advisor and get the most from that relationship. Financial advisors can use the book as well to educate their clients about the financial planning process.