Fundamentals of financial planning /

Here are all the essential basics of financial planning woven into the realities of working with real clients and building a successful practice. Inside are seven different ways to analyze a client situation, then how to best communicate and work with clients in their best interests. Using real data...

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Bibliographic Details

Main Authors:	Dalton, Michael A. (Author), Dalton, James F. (Author), Gillice, Joseph M. (Author), Langdon, Thomas P. (Author)
Format:	Book
Language:	English
Published:	Metairie, Louisiana : Money Education, [2025].
Edition:	Eighth edition.
Subjects:	Finance, Personal. Investments.