Chapter 14
Developing a Personalized Financial Plan
IN THIS CHAPTER
Taking your client’s input into consideration
Mastering the three Cs of financial planning
Making sure you cover the key areas
Harnessing the power of financial planning tools
Reviewing and revising the plan routinely
Your client’s financial plan is the cornerstone of his financial future and one of the few tangible products you’re solely responsible for delivering to him. The plan must be a comprehensive and holistic assessment of the client’s goals and objectives, so it places him on the best path toward the financial outcomes he desires most.
In this chapter, you discover how to understand your client’s priorities and concerns, create a financial plan that places the client on a path to achieve the agreed-upon goals, and review and modify plan to keep your client’s finances on the right path or to shift course when life doesn’t cooperate with the plan. I also recommend a variety of professional financial planning ...
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