The Financial Planning Workbook: A Comprehensive Guide to Building a Successful Financial Plan (2024 Edition)
About this ebook
By breaking down complex financial concepts into clear, manageable tools, The Financial Planning Workbook provides an excellent balance between theory and practice, and is the definitive guide for building your own financial plan.
Inside this innovative workbook you will learn to:
• Set specific and achievable financial goals
• Apply economic analysis to all financial decisions
• Analyze income and asset protection strategies
• Integrate and develop your personal financial plan
• Monitor your plan’s success on an ongoing basis
Whether you’re a recent college graduate or decades into your career, The Financial Planning Workbook will provide you with the necessary tools to build a strong financial future and achieve peace of mind.
Ratings and reviews
About the author
Matt Brandeburg, CFP
Matthew is a Certified Financial Planner in Columbus, Ohio. He serves as the Chief Operating Officer for a fee-only financial planning firm with over $700 million in assets under management and he's an active member of the National Association of Personal Financial Advisors (NAPFA). Matthew is the author of the books Financial Planning For Your First Job, Your Guide to the CFP Certification Exam, and CFP Certification Exam Practice Question Workbook. In addition, he teaches the class "Financial Planning in your 20s and 30s" at Ohio State University.
Sameer Khan, MBA
Sameer is a Manager in Deloitte’s Financial Integrity practice, based out of New York City. Sameer’s skills are deeply rooted in Finance & Accounting—Financial Planning and Analysis, Financial Reporting, Financial Close, Overhead Management, and Allocation Development. Sameer’s expertise lies in supporting clients with business transformations across all finance and accounting related processes.
Aneeqah Ahmed
Aneeqah is a financial services professional in Columbus, Ohio, who has formerly served as head of data management and marketing for a fee-only financial planning firm with over $500 million in assets under management. Aneeqah has a strong background in cash flow management, debt reduction strategies, and retirement planning, and she has served as writer and editor for Alger Magazine while studying Finance and English Literature at The Ohio State University
