Amazon.com: Customer Reviews: The Process of Financial Planning: Developing a Financial Plan
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on January 15, 2011
The Process of Financial Planning: Developing a Financial Plan written by Ruth H. Lytton, John E. Grable, and Derek D. Klock was published by The National Underwriter Company. It is a unique book for students and practitioners of financial planning services. The writers offer broad strokes and practical detail for those offering help to individuals in need of advice. The authors take the reader through The Profession of Financial Planning; answering the question "What is Financial Planning?" And covering Ethics, Laws, and Regulations: How Standards Impact the Plan, Process, and the Profession. Lytton, Grable, and Klock offer tools and systems in The Process of Financial Planning. They emphasize Client Communications and Decision Making as Fundamental Tools in the Process. They provide an Overview of the Systematic Process with emphasis on Framing the Relationship, the Situation, and the Goals. They furnish resources for Analyzing the Situation and Developing the Plan then Implementing and Monitoring the Plan. Finally, the writers wrap up with The Product of Financial Planning - Developing a Product: Writing a Financial Plan. This book furnishes several resources as appendices to the main content. The Client Intake Form, Financial Planning Benchmarks, Assessing Your Financial Risk Tolerance provide the practitioner with practical tools to gather information and make assumptions. Finally the Sample Plan is a modular presentation for Education Planning. The financial plan is extensive and thorough. Throughout the text, the writers utilize a client-adviser scenario that is consistent to the end. It is well worth the time and money to read, study and implement. Students preparing for their career and professionals continuing their education shall have a good resource in The Process of Financial Planning: Developing a Financial Plan written
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on July 5, 2009
This text is a very descriptive and informative book to own. It describes to you some items that any financial planner needs whether a novice, student, or seasoned professional. I recommend this text to anyone who wants to learn more about financial planning as a career path.
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on May 1, 2013
Pretty straight forward read with no surprises. Consolidates already known principles and lays out a framwork for easy reading and reference.
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