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.

Prueba 25 horas gratis

  • Lee y escucha hoy
  • Sin compromiso, cancela cuando quieras
Pruébalo gratis ahora

Convierte cada momento en una aventura

  • Cientos de miles de historias en tu bolsillo
  • Sin compromiso, cancela cuando quieras
Pruébalo gratis ahora
global.banner_traveler.img_woman.alt

Empieza hoy con este libro por 0 €

  • Disfruta de acceso completo a todos los libros de la app durante el periodo de prueba
  • Sin compromiso, cancela cuando quieras
Pruébalo gratis ahora
Más de 52 000 clientes han dado a Nextory 5 estrellas en la App Store y Google Play.