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Other titles in the Back-To-Basics series:

How to Open & Operate a Financially Successful Personal Financial Planning Business: With Companion CD-ROM (Back-To-Basics)


How to Open & Operate a Financially Successful Personal Financial Planning Business: With Companion CD-ROM (Back-To-Basics) Cover


Synopses & Reviews

Publisher Comments:

Millions of Americans every year have troubles with their finances. They turn to experts in droves, asking for help in filing their taxes, consolidating their debt, or just planning how they will pay their bills and invest their retirement funds. For anyone looking to become a financial planner, there is a huge amount of room open to step into the industry and start providing your expertise and services to individuals across the board of American finances.

This book was written for anyone who has ever wanted to dip their foot into financial planning but did not know where to start. Through hours of meticulous research, the author has compiled countless resources for potential planners that will guarantee a successful start for your new business. You will learn the fundamental basics of financial planning, starting with the very process that most planners use to organize their own finances. You will learn how to organize financial statements and to create plans and how to properly manage taxes to great effect. You will learn how to manage basic assets such as cash, savings, home equity, and automobiles. You will learn how to effectively manage credit and how to deal with insurance including life insurance, health insurance, and property insurance.

Whether you will be operating out of your home or you are looking to buy or rent office space, this book can help you with a wealth of start-up information, from how to form and name your business to deciding if this will be a joint venture or if you would rather work solo. Valuable information on forming a Partnership, LLC, Corporation, or becoming a Sole Proprietor, the four types of business formations, is included, and also the legal implications of each.

This complete manual will arm you with everything you need, including sample business forms; contracts; worksheets and checklists for planning, opening, and running day-to-day operations; lists; plans and layouts; and dozens of other valuable, timesaving tools of the trade that no business owner should be without.

While providing detailed instruction and examples, the author leads you through every detail that will bring success. You will learn how to draw up a winning business plan (the companion CD-ROM has the actual business plan you can use in Microsoft Word

Book News Annotation:

Stomierowski (writer, editor and columnist) and Lorette (copywriter and marketing consultant) offer a guide to operating a personal financial planning business covering both practical concerns such as financing and insuring one's business, and more personal matters such as evaluating one's strengths to find the best niche. A personality quiz is included, to evaluate aspects like whether one is better off starting a new business, entering into a partnership, or going into franchise ownership. The companion CD-ROM contains all the forms found in the book as well as an editable sample business plan. Annotation ©2012 Book News, Inc., Portland, OR (

Product Details

Stomierowski, Peg
Atlantic Publishing Group (FL)
Lorette, Kristie
Small Business - General
Development - Business Development
Business - Small Business
Publication Date:

Related Subjects

Business » Accounting and Finance
Business » Business Plans
Business » Small Businesses » General
Business » Start Up Business
Business » Strategy

How to Open & Operate a Financially Successful Personal Financial Planning Business: With Companion CD-ROM (Back-To-Basics) New Trade Paper
0 stars - 0 reviews
$29.95 In Stock
Product details pages Atlantic Publishing Group (FL) - English 9781601383341 Reviews:
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