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| Tekijä: | Moody, L. |
| Otsikko: | Building a profitable PFP practice |
| Lehti: | Journal of Accountancy
1988 : DEC, VOL. 166:6, p. 117-118, 121 |
| Asiasana: | PERSONAL FINANCE FINANCIAL PLANNING MANAGEMENT CONSULTANTS |
| Kieli: | eng |
| Tiivistelmä: | Review of some aspects of personal financial planning /PFP/ practice, outlined by William Kuehl. His formula. Diagnostic consultation interview providing a financial checkup. Risk tolerance. Recommended services. Retirement planning. Investment monitoring. Software programme to help find appropriate college. Marketing PFP. Two Exhibits cover checklists of a client's basic financial information, and evaluating a client's information. |
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