TITLE

Transcending the Strategies, Tactics, and Tools of Financial Planning

AUTHOR(S)
Jones, Michael L.
PUB. DATE
August 2008
SOURCE
Journal of Financial Planning;Aug2008, Vol. 21 Issue 8, p38
SOURCE TYPE
Academic Journal
DOC. TYPE
Editorial
ABSTRACT
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.
ACCESSION #
33941668

 

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