Roseville, CA - October 12, 2016 - Planning for and achieving a secure financial future is an ongoing goal for many people, young and old. One of the biggest difficulties in getting started is building a plan that works for the individual. That’s the challenge that CERTIFIED FINANCIAL PLANNER™ Professional David E. Stone tackles in his new book titled, The Power of a Plan – How a Personal CFO can Help Business Owners & Professionals Prosper. (Advantage Media Group, Fall 2016)
In The Power of a Plan, David presents an interesting and informative overview of the many elements embodied in a comprehensive financial plan. A CERTIFIED FINANCIAL PLANNER™ professional with over 20 years’ experience, David describes real-life events and the benefits when proper planning was in place, as well as the consequences when it wasn’t. Whether you’re just starting out or have already accumulated substantial wealth, The Power of a Plan can help you understand the benefit of having your own “Personal CFO.”
David uses a vivid analogy to help readers understand how to plan. As he explains, “Residents of Oklahoma plan for tornadoes. Just living there carries a risk of their home being swept away by a violent cyclone—so they prepare for the worst. As a business owner or soon-to-be retiree, you also must plan for the worst. Markets will fluctuate and investments will falter, but with a plan, you can endure the trying times”.
In The Power of a Plan, he shares strategies you can use to help improve your financial situation now and plan for the future. You’ll learn how to: manage and understand your cash flow; handle your insurance needs; manage the risk of your investments; oversee real estate investments; prepare for retirement; implement tax-planning strategies; leave an inheritance to future generations; and identify business succession opportunities.
The Power of a Plan – How a Personal CFO can Help Business Owners & Professionals Prosper is available now at Amazon.com and other online retailers.
David E. Stone is Founder of Stone Consulting Group. Since 1992, David has provided business and financial planning services to professionals and business owners. He obtained his bachelor’s in business management from Brigham Young University and his MBA from California State University, Sacramento. David is also a former member of the extension faculty at the University of California, Davis. David is a CERTIFIED FINANCIAL PLANNER™ Professional, Chartered Financial Consultant, Chartered Life Underwriter, and Chartered Retirement Planning Counselor. David Stone is a registered representative of Lincoln Financial Advisors a broker/dealer (Member SIPC) and registered investment advisor. CRN-1607998-093016
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