TITLE

Values-Based Planning: Seeing the Whole Client, Part II

AUTHOR(S)
Arnzen, Kris
PUB. DATE
April 1999
SOURCE
Journal of Financial Planning;Apr99, Vol. 12 Issue 4, p84
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
Part II. Discusses value-based financial planning. Tools needed for attaining financial objectives; Information on the Family Philanthropic Philosophy; Traditional approach to designing an estate plan.
ACCESSION #
1776596

 

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