The financial planning workbook
Subtitle: a comprehensive guide to building a successful financial plan
By: [Matt Brandeburg, Sameer Khan, Aneeqah Ahmed, authors]
Published: 2017
Language: eng
Number of pages: 129
ISBN-13: 9780998805139
Subjects: Forms; Personal Finance; Financial security
Other titles: Comprehensive guide to building a successful financial plan
Description: "The Financial Planning Workbook provides a wealth of resources to help you create and monitor a successful financial plan. Explore the keys to financial success including investments, retirement planning, income planning, cash flow management, insurance, dependent planning, and estate planning. Bybreaking down complex financial concepts into clear, manageable tools, The Financial Planning Workbook provides an excellent balance between theory and practice, and is the definitive guide for building your own financial plan. Inside this innovative workbook you will learn to: - Set specific and achievable financial goals - Apply economic analysis to all financial decisions - Analyze income and asset protection strategies - Integrate and develop your personal financial plan - Monitor your plan's success on an ongoing basis. Whether you're a recent college graduate or decades into your career, The Financial Planning Workbook will provide you with the necessary tools to build a strong financial future and achieve peace of mind."--Page 4 of cover.
Notes: Includes index.

Previously published as: The financial planning workbook : managing to be wealthy for individuals and business owners / John E. Sestina and Company. [Dublin, OH] : Coventry House Publishing, [2016].
Table of contents: title: Preparing your financial plan; title: Income planning; title: Discover your net worth; title: Investments; title: Retirement planning; title: Insurance; title: Dependent planning; title: Estate planning; title: Epilogue : your next steps; title: About the authors.