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...