PERSONAL FINANCIAL PLANNER

Personal Financial Planner



Personal Financial Planner

The field of personal financial planning is well supplied with a lot of textbooks, among them. Most books can be used as guides to handle personal financial problems e.g. maximize wealth, achieve various financial goals, determine emergency savings, maximize retirement plan contributions, etc. There are also papers in journals ranging from the popular press to academic journals that give a review on software for personal financial planning in German-speaking countries (The Financial planner, 1972)..

Establishing and defining the client-planner relationship. The financial planner should clearly explain or document the services to be provided to ...