Fee-Only Financial Planning: How to Make It Work for You.
by John E. Sestina (Wiley, 2002), offers a wealth of resources for
financial planners looking to start or expand a financial planning
practice. The book is a practical how-to guide and easy-to-use
reference. It provides an overview of the skills and values necessary
for success, and the advantages and disadvantages of fee-only planning,
for both planner and client. It includes information on how to market
and survive in a fee-only practice. The book includes sample
questionnaires, worksheets and client correspondence. E-book; $55.
Contact (800) 225-5945; www.wiley.com.
COPYRIGHT 2004 American Institute of CPA's
No portion of this article can be reproduced without the express written permission from the copyright holder.
Copyright 2004, Gale Group. All rights reserved. Gale Group is a Thomson Corporation Company.
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