Did you know that a personal financial statement is really a story?
Better financial planners know how preparing and analyzing personal financial statements is not all numbers. Inside Cases in Financial Planning: Analysis and Preparation are the real stories of how to create a sound client relationship in order to implement a sound financial plan.
You’ll meet The Burkes, a 100% complete financial planning case with analysis and answers. Plus, there are 10 comprehensive cases that range from easy to hard. Also inside are mini-cases that illustrate how to analyze all of the sections of a financial plan. Woven throughout are tips and strategies for building a productive client relationship, including seven ways to to analyze a client situation. Real data, real cases; and appendices that are off the charts invaluable.
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Six essential titles, available in print format. Fast facts at your fingertips — indispensable financial reference and study guides.
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