With the frequent changes in the financial services industry, and financial planning specifically, the book will provide the background knowledge on how financial planning works and the best way to create a realistic and goals-oriented financial plan, empowering advisors and clients to take control of their money and manage their income to eventually become wealthy.
From the father of fee-only financial planning, the book will include:
JOHN E. SESTINA is president of John E. Sestina and Company, a private professional financial planning firm that counsels individual clients on an objective fee-only basis. The firm's guidance to clients throughout North America includes cash flow management, investment management, tax planning, disability planning, education planning, retirement planning, and estate planning.
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