Personal Financial Planning Handbook
- ISBN-10
- 0791309002
- ISBN-13
- 9780791309001
- Pages
- 800
- Language
- English
- Published
- 1986-05-01
- Publisher
- Warren Gorham & Lamont
- Author
- Jonathan D. Pond
Description
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.
