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    Planning a Successful Future: Managing to Be Wealthy for Individuals and Their Advisors
    Planning a Successful Future: Managing to Be Wealthy for Individuals and Their Advisors
    Planning a Successful Future: Managing to Be Wealthy for Individuals and Their Advisors
    Audiobook6 hours

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

    Written by John E. Sestina

    Narrated by Steven Menasche

    ()

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    About this audiobook

    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.
    LanguageEnglish
    PublisherAscent Audio
    Release dateApr 1, 2017
    ISBN9781469037127

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