The Fundamentals of Writing a Financial Plan, First Edition (Revised)
by John E. Grable, Michelle E Kruger, Megan R Ford
This revised edition introduces the fundamentals of writing a financial plan. It covers current financial planning trends, recent tax changes including the SECURE Act, the seven-step systematic planning process, the regulatory environment, and communication and counseling techniques for working with clients.
About This Book
This revised first edition presents the fundamentals of writing a financial plan, with materials updated to reflect current financial planning trends.
The book includes updated information on recent tax changes, including the SECURE Act.
It provides a thorough review of the new seven-step systematic financial planning process.
Readers will also find an overview of the regulatory environment in which financial planners operate.
Additional coverage addresses client communication and counseling techniques.
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