The Fundamentals of Writing a Financial Plan, 2nd Edition

The book not only highlights various elements involved in comprehensive financial planning, including estate, tax, cash flow, education planning, and much more—but also introduces important behavioral perspectives and communication techniques. As a way to synthesize these pieces and learn how the plan writing process unfolds, students follow a running case—the Hubble family.

This title features:

• A thorough review of the new 7—step systematic financial planning process.
• A description of the r...