Personal Financial Planning

ebook Guide to Setting Goals, Protecting Assets, Investing and Gaining Security for a Good Life

By Michael P Griffin

cover image of Personal Financial Planning

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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 Eguide 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 Eguide 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
  • Personal Financial Planning