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The Pocket Financial Planner

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The Pocket Financial Planner

最 低 价:¥8.00

定 价:¥40.00

作 者:Samuel D. Carey

出 版 社:Adams Media Corp

出版时间:

I S B N:1558509933

价格
8.00元

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内容简介

This book is about life s choices, some ofwhich are financial. tt is designed both for self-study and foruse in a group process facilitated by a financialplanner. Self-directed, introspective questionsand exercises are included to complement theissues and to promote an awareness of whatchoices are open to the participant. An effort ismade to show how the reader s previouschoices have resulted in his/her present situa-tion and what choices (financial and other-wise) are needed to arrive at where s/he want~to be in the future. This is financial planning. Joint planning by two people in a relation-ship is encouraged. The exercises, however,should be completed separately to call attentionto the inevitable differences netween the two.This could be a first step in helping couplesimprove how they disct, ss and plan together.

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