000			03100cam a2200325 i 4500
001			18998731
003			OSt
005			20220527085433.0
008			160302s2016 nju 001 0 eng
010			_a 2016009166
020			_a9781119069126 (hardback)
020			_z9781119187974 (epub)
020			_z9781119187981 (ePub)
040			_aDLC _beng _cDLC _erda _dDLC
042			_apcc
050	0	0	_aHG179 _b.S4243 2016
082	0	0	_a332.024/01 _223
100	1		_aSestina, John E., _eauthor.
245	1	0	_aPlanning A successful future : _bmanaging to be wealthy for individuals and their advisors / _cJohn E. Sestina.
300			_axiii, 226 pages ; _c24 cm
500			_aIncludes index.
520			_a"A deeply insightful guide to goal-based financial planning and wealth management Planning a Successful Future empowers advisors and clients to take control of their money and manage their income to achieve their financial goals. Written by the father of fee-only financial planning, this book features real-life stories and examples from over three decades in the industry to illustrate how financial planning works and the best way to create your strategy. You'll learn how to identify and prioritize your goals, and why they're important—and how to get where you need to be for retirement, education, home ownership, and more. Practical exercises get you started on the right track, and useful checklists keep you organized and focused along the way. You'll get expert insight on risk management, allocation, tax reduction, estate planning, and more, as you develop your strategy and put it into action. The financial services industry undergoes frequent changes, and financial planning specifically is affected to a high degree. Keeping up with the latest news and distinguishing trend from legitimate methodology can itself be a fulltime job. This book gives you the background you need to create a plan, and make the smart choices that will help you grow and protect your wealth. Create a realistic and goal-based financial plan Take a more proactive approach to your finances Identify your goals and how to achieve them Allocate investments appropriately for your situation Financial planning is complex, with many variables to analyze and outside forces that can derail even the best laid plans. Planning a Successful Future gives you the information, tools, strategies, and insight you need to make the best decisions for your financial future"--
520			_a"The book will provide the background knowledge on how financial planning works and the best way to create a realistic and goals-oriented financial plan, empowering advisors and clients to take control of their money and manage their income to eventually become wealthy"--
650		0	_aFinance, Personal.
650		0	_aPortfolio management.
650		0	_aFinancial planners.
906			_a7 _bcbc _corignew _d1 _eecip _f20 _gy-gencatlg
942			_2ddc _cBK
999			_c9627 _d9627