The first and only publication of its kind, this text provides a systematic process that provides the framework for the practice of financial planning. It discusses concepts central to everyday practice: the ethical, legal, and regulatory environment, planner-client communication, and planner-client decision-making. Finally, it explains the components of a model financial plan to document and guide the process for the planner and client. In effect, this guide bridges the path from student to working professional.

• Explain and foster sound planning logic and decision-making strategies
• Present useful analytical tools - sample forms, questionnaires, and work sheets
• Integrate the individual components of a comprehensive financial plan

Each Chapter Includes:

• Learning Objectives
• Flow Charts, Tables, Exhibits
• Key Terms and Formulas
• Planning Tips
• Chapter Review

Table of Contents:

• What is Comprehensive Financial Planning?
• Client Communication
• Decision Making
• Writing a Financial Plan
• Ethics, Regulations, and Laws
• Establishing the Client Relationship
• Analytical Process
• Comprehensive Financial Plan Development