The Financial Planning Workbook

The Financial Planning Workbook provides a wealth of resources to help you create and monitor a successful financial plan. Explore the keys to financial success including investments, retirement planning, income planning, cash flow management, insurance, dependent planning, and estate planning.


By breaking down complex financial concepts into clear, manageable tools, The Financial Planning Workbook provides an excellent balance between theory and practice, and is the definitive guide for building your own financial plan.


Inside this innovative workbook you will learn to:

• Set specific and achievable financial goals

• Apply economic analysis to all financial decisions

• Analyze income and asset protection strategies

• Integrate and develop your personal financial plan

• Monitor your plan’s success on an ongoing basis


Whether you’re a recent college graduate or decades into your career, The Financial Planning Workbook will provide you with the necessary tools to build a strong financial future and achieve peace of mind.