Personal Financial Planning Handbook
Auteur : Jonathan D. Pond
Date de publication : 1986-05
Éditeur : Warren, Gorham & Lamont, Incorporated
Nombre de pages : 800
Résumé du livre
This book discusses how to structure a financial planning engagement and presents a step-by-step guide to the eleven functional areas of the financial planning process. Numerous forms, charts, client profiles, and financial statements are provided in the work.