Skip to main content
Books, videos, and music - all free from your public library!
LoginSign Up

Footer

Hoopla logo, Go to homepage
  • For Patrons
  • For Libraries (opens in new window)
  • For Vendors (opens in new window)
  • Facebook (opens in new window)
  • X (opens in new window)
  • Instagram (opens in new window)
  • YouTube (opens in new window)
  • TikTok (opens in new window)
  • LinkedIn (opens in new window)

Our Company

  • Our Story
  • Get Hoopla for your Library (opens in new window)
  • Get your content on hoopla (opens in new window)
  • Join our team (opens in new window)
  • Accessibility Statement

Our Content

  • Audiobooks
  • Ebooks
  • Movies
  • Television
  • Comics
  • BingePasses
  • Music
  • The Loop Blog

Help

  • Help Center
  • Submit Feedback
  • Facebook (opens in new window)
  • X (opens in new window)
  • Instagram (opens in new window)
  • YouTube (opens in new window)
  • TikTok (opens in new window)
  • LinkedIn (opens in new window)
  • Download on the App Store (opens in new window)
  • Get it on Google Play (opens in new window)
  • Available at Amazon Appstore (opens in new window)
© 2026 Midwest Tape, LLC. All rights reserved. Privacy Policy | Terms of Use
  • Hoopla logo
    Powered by Hoopla
  • Browse
  • My Hoopla
  • Log In
  1. Navigate Home
  2. Ebooks
  3. How to Open & Operate a Financially Successful Personal Financial Planning Business

EBOOK

How to Open & Operate a Financially Successful Personal Financial Planning Business

Martha Maeda
(0)
sign up
Pages
288
Year
2011
Language
English
Publisher
Atlantic Publishing Group

About

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. 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. This complete manual will arm you with everything you need, including sample business forms; contracts; worksheets, opening, and running day-to-day operations; and more. For all prospective financial planners, this guide will give you a complete walkthrough and timeline of what you need to accomplish to be effective.

Related Subjects

  • General
  • Business & Economics
  • Adult Nonfiction
  • Financial
  • Accounting
  • Standards (GAAP, IFRS, etc.)

Artists

Martha MaedaAuthor

Similar Artists

  • Annelize iLiffe

  • Marlon Green