Finally a book that teaches both the philosophy and step-by-step
instructions for building wealth through the financial planning
process.
An easy to read and understanding guide to the steps of
constructing a financial plan. The author does a masterful job of
explaining a complex topic in a way that makes it easy to
understand and implement.
By comparing a financial plan to a sailboat, readers are able to
vision a financial plan that has both defensive and offensive
elements.
The financial plan is tailored to the objectives, timeframe and
risk tolerance of the reader. At the center of the plan are the
financial goals that the reader chooses. This makes the book
indispensable in creating a very personal and useful tool for
realizing life-time goals.
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