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• Define your real risk tolerance or "financial DNA"
• Record your personal information, estate planning, and investment asset details
• Prepare a detailed budget, cash-flow, and net-worth analysis
• Create a retirement budget
• Implement a system to keep track of your investments and cost basis...

• Define your real risk tolerance or "financial DNA"
• Record your personal information, estate planning, and investment asset details
• Prepare a detailed budget, cash-flow, and net-worth analysis
• Create a retirement budget
• Implement a system to keep track of your investments and cost...

It has become increasingly difficult to maintain a current client base, let alone attract new clients with an investment environment that moves faster than a stock trade. The prospecting market is changing, becoming more challenging and risky, with consumer rights protection such as the 'do not call" lists, with their hefty fines and new compliance requirements. The simplistic and commonsense approach is gone-instead, we have developed a 'brokerese" language that...

THIS BOOK IS RATED "G" as in gee I wish I did this stuff sooner. No matter what stage in life you are at, no matter how much or how little money you have, whether you're a family, individual, small or mid-size business you need a plan...and a good book to help get you there, that's why this book is a MUST.

Reader's Favorite 5 star review - Whether it is personal or business or both, you need a plan. The Sexy Little Book of Finance III is a simple and easy to follow guide which leads the reader through the necessary steps in each of five areas in order to help plan and execute their...