5.0(1)

Planning a Successful Future : Managing to Be Wealthy for Individuals and Their Advisors

FROM THE FATHER OF FEE-ONLY FINANCIAL PLANNING—THE ACTION GUIDE TO FINANCIAL SECURITY

Planning a Successful Future gives financial planners and their clients everything they need to create customized financial plans to fund all the goals in their lives.

Financial planning is a complex practice with many variables to analyze and unpredictable forces that can derail the best-laid plans in a matter of hours. A successful financial strategy starts with unbiased, customer-focused advice like the kind you'll get inside from legendary advisor John Sestina, who has profited solely with his clients' fees for fifty years. Expert guidance, illustrative examples of covered concepts working in the real world, and simplifying worksheets put a secure financial future within reach by showing you how to:

Identify your goals and achieve them

Create a realistic and goal-based financial plan

Take an informed, proactive approach to your finances

Allocate investments to fully achieve your goals

Start making the best decisions for your financial future now with Planning a Successful Future.

Essayez 15 heures gratuitement

  • Lis et écoute dès aujourd'hui
  • Sans engagement, annulez à tout moment
Essayer gratuitement

Transforme chaque instant en aventure

  • Emportez des centaines de milliers d'histoires directement dans votre poche
  • Sans engagement, annulez à tout moment
Essayer gratuitement
Femme souriante regardant par la fenêtre d'un train, portant des écouteurs et tenant son téléphone

Commencez ce livre dès aujourd’hui pour 0 €

  • Accédez à tous les livres de l'app pendant la période d'essai
  • Sans engagement, annulez à tout moment
Essayer gratuitement
Plus de 52 000 personnes ont noté Nextory 5 étoiles sur l'App Store et Google Play.