Make a better life using proven skills of financial planners. Set short and long term goals, protect what you have, and get a sense of security. Author Michael Griffin shares the most valuable knowledge through experience in a concise and thorough outline designed to offer life-changing guidance. He feels, as we do at BarCharts Publishing, that everyone should have the tools to succeed.
6-page laminated guide includes:
- Objectives
- Process of Personal Financial Planning
- Saving & Investing
- Investment Funds (Stock & Bond Funds)
- Managing Investment Risk
- Working with Advisors
- Retirement Planning
- Insurance
- Income Tax Return Preparation & Planning
- Estate Planning
- Personal Financial Recordkeeping
- Debt Consolidation
- Review Your Plan & Progress Toward Goals
- Maintain a Solid Credit Rating
- Home Mortgage Process
