The Power of a Plan
How a Personal CFO Can Help Business Owners & Professionals Prosper
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The Power of a Plan
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Narrated by:
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David E. Stone
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By:
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David E. Stone
About this listen
Plan your financial worries away.
Residents of Oklahoma plan for tornadoes. Just living there carries a risk of their home being swept away by a violent cyclone, so they prepare for the worst. As a business owner or soon-to-be retiree, you also must plan for the worst. Markets will fluctuate and investments will falter, but with a plan, you can endure the trying times.
David Stone has been helping individuals and business owners plan their financial matters since 1992, and in The Power of a Plan, he shares strategies you can use to improve your financial situation now and plan for the future.
Inside, you’ll learn how to:
- Manage and understand your cash flow
- Handle your insurance needs
- Manage the risk of your investments
- Oversee real estate investments
- Prepare for retirement
- Implement tax-planning strategies
- Leave an inheritance to future generations
- Identify business succession opportunities
You may not be in danger of tornadoes, but everyone is susceptible to financial ruin. With a plan, you can be more prepared to beat the odds.
PLEASE NOTE: When you purchase this title, the accompanying reference material will be available in your My Library section along with the audio.
©2016 David E. Stone (P)2017 David E. Stone