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