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Financial Planning - Helping You Sail Successfully into the Future

Financial Planning - Helping You Sail Successfully into the Future

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Published by Frank Wiginton
This short book is a great way to learn and understand what a proper financial plan should be.
This short book is a great way to learn and understand what a proper financial plan should be.

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Published by: Frank Wiginton on Nov 12, 2010
Copyright:Attribution Non-commercial

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01/16/2012

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FINANCIAL PLANNING
Helping You Sail
 
Successfully 
into the Future
 
Sections1 2 3 4 5 6 7
1
Introduction
Section 1
B
y day I am a nancial planner. By evening and weekends, Iam a passionate sailor.Yet all of my activities—whether I’m at my desk, meeting aclient, or sailing the waters of Lake Ontario—are based on thesame principle:
 
Having a proper plan makes everything easier andincreases the likelihood of success.A nancial plan will help guide you to a safe destination. It willenable you to achieve your goals and will show you the way toa better quality of life.Working with a certied nancial planner is like having atrusted guide to assist you in navigating uncharted waters. Theplanner becomes your compass and the nancial plan theyhelp you develop becomes your map.

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