Make a better life using proven skills of financial planners. Set short and long term goals, protect what you have, and get a sense of security. Author Michael Griffin, a CPA, CMA, CFM (Certified Financial Manager) and ChFC (Chartered Financial Consultant) who has worked in every facet of accounting including professor, shares the most valuable knowledge (through experience) in a concise and thorough 6 page laminated guide designed to offer life changing guidance for a ridiculously low price. He feels as we do at BarCharts Publishing that everyone should have the tools to succeed.
6-page laminated guide covers:
Objectives
Process of Personal Financial Planning
Saving & Investing
Investment Funds (Stock & Bond Funds)
Managing Investment Risk
Working with Advisors
Retirement Planning
Insurance
Income Tax Return Preparation & Planning
Estate Planning
Personal Financial Recordkeeping
Debt Consolidation
Review Your Plan & Progress Toward Goals
Maintain a Solid Credit Rating
Home Mortgage Process