Planning a Successful Future

From the father of fee-only financial planning—the action guide to financial security

Planning a Successful Future gives financial planners and their clients everything they need to create customized financial plans to fund all the goals in their lives.

Financial planning is a complex practice with many variables to analyze and unpredictable forces that can derail the best-laid plans in a matter of hours. A successful financial strategy starts with unbiased, customer-focused advice like the kind you'll get inside from legendary advisor John Sestina, who has profited solely with his clients' fees for fifty years. Expert guidance, illustrative examples of covered concepts working in the real world, and simplifying worksheets put a secure financial future within reach by showing you how to: