Financial Planning Nitty Gritty

You Can!

Get your financial plan rolling with a little help from the FinancialPartner® Guidebook & Forms Set by Noverus publishing.

In this digital age where everything’s on-line it’s really comforting to have this 180 page big print landscape oriented gem where one can leisurely thumb back and forth between its 11 chapters and 50 forms. It’s like the perfect cup of café au lait relaxing yet provoking. The FP guidebook serves up the most important aspects and practical details of financial planning in an easy to use step by step guide. It works in both the do it yourself or professional advisor mode. I generally recommend one work with professionals but I urge you please use this guide first. You’ll get much smarter about the process and it will save you lot’s of time, money and aggravation.

The guide’s authors have been in the financial planning business for over 30 years and this is a smooth rock, there’s no hard edges here. They’ve been through this 1,000s of times so sit back and benefit from the experience.

The guide’s divided into to two parts, Getting Organized (big big part of any plan) and Financial Planning with 4 and 7 chapters, respectively. Every chapter has one or more forms associated with it so as you learn the content you get to work it with your own information via the forms. For example, Chapter 3:Gain Control of Your Cash Flow has 6 separate forms associated with it. I particularly liked the The Decision Maker and The Money Manager which are unique to the guide.

THE FINANCIALPARTNER® GUIDEBOOK & FORMS SET costs about $50 bucks and you can order it at the

About jaysanderscpa

Jay Sanders, CPA/PFS, CFP® "There's lots and lots of Numbers in business and your personal life but only some are relevant. The key is to know which one's matter, worry about them and forget the rest."
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