Make a better life using proven skills of financial planners. Set short and long term goals, protect what you have, and get a sense of security. Author Michael Griffin shares the most valuable knowledge through experience in a concise and thorough outline designed to offer life-changing guidance. He feels, as we do at BarCharts Publishing, that everyone should have the tools to succeed.

6-page laminated guide includes:

• Objectives
• Process of Personal Financial Planning
• Saving & Investing
• Investment Funds (Stock & Bond Funds)
• Managing Investment Risk
• Working with Advisors
• Retirement Planning
• Insurance
• Income Tax Return Preparation & Planning
• Estate Planning
• Personal Financial Recordkeeping
• Debt Consolidation
• Review Your Plan & Progress Toward Goals
• Maintain a Solid Credit Rating
• Home Mortgage Process