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The Power of a Plan: How a Personal CFO Can Help Business Owners & Professionals Prosper, by David E. Stone
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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.
- Sales Rank: #1065810 in Books
- Published on: 2016-10-12
- Original language: English
- Dimensions: 9.02" h x .40" w x 5.98" l,
- Binding: Paperback
- 188 pages
About the Author
DAVID STONE is Founder of Stone Consulting Group. Since 1992, David has provided business and financial planning services to professionals and business owners. He obtained his bachelor’s in business management from Brigham Young University and his MBA from California State University. David is also a former member of the extension faculty at the University of California, Davis. David is a CERTIFIED FINANCIAL PLANNER™ Professional, Chartered Financial Consultant, Chartered Life Underwriter, and Chartered Retirement Planning Counselor.
Most helpful customer reviews
1 of 1 people found the following review helpful.
David did a fantastic job of taking a difficult idea and breaking it ...
By J. Kevin Best
David did a fantastic job of taking a difficult idea and breaking it down into easy to understand chapters. Thank you very much for writing this!
1 of 1 people found the following review helpful.
Very insightful about how to take the various aspects of ...
By Joel
Very insightful about how to take the various aspects of a financial plan and work them all together.
It is an concept whose time has come.
2 of 2 people found the following review helpful.
5 stars! Great value!
By Amazon Customer
I enjoy learning about finance and preparing for my future, so I thought I would read a couple chapters. I ended up reading the whole book in 3 days. The writing is very conversational in style which makes it easy and enjoyable to read. From this book, I now understand how many things I could be doing now, that I am not doing to insure my comfortable retirement. I now have a completely different outlook on my financial life. Great value and very inspiring; totally worth purchasing!
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