Transcending the Strategies, Tactics, and Tools of Financial Planning

Jones, Michael L.
August 2008
Journal of Financial Planning;Aug2008, Vol. 21 Issue 8, p38
Academic Journal
The author reflects on the tools and tactics used in regards to financial planning. The author feels that the cornerstone of financial planning is understanding the needs of the client and their reasons behind their investments. Mistakes which the author feels financial planners have made regarding the way in which they manage their customers' finances are mentioned.


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