Author : Kyle Christensen
Publisher :
ISBN 13 :
Total Pages : 152 pages
Book Rating : 4.6/5 (651 download)
Book Synopsis Principles Based Planning by : Kyle Christensen
Download or read book Principles Based Planning written by Kyle Christensen and published by . This book was released on 2020-07-10 with total page 152 pages. Available in PDF, EPUB and Kindle. Book excerpt: If the purpose of financial planning is to help people become financially independent, it has failed. It has failed because it's built on the sandy foundation of Financial Needs Analysis (FNA). After decades of the financial services world promoting FNA we are not seeing record levels of success. We are seeing record levels of dependence on Social Security and other welfare programs. We are seeing consistently decreasing levels of life and disability insurance protection. We are seeing people retire that have nowhere near sufficient funds to replace their income. We are seeing people blindly dumping money into the stock market, enriching money managers but not the average investor. It is time to try a different path for financial planning, one that is based on time-tested principles instead of faulty predictions. Let's take a new approach to planning. One that puts the success of clients first instead of last. Principles-based planning is that approach.