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The Power of a Plan

How a Personal CFO Can Help Business Owners & Professionals Prosper

This book can be downloaded and read in Apple Books on your Mac or iOS device.



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.
David Stone has been helping individuals and business owners plan their
financial matters since 1992, and in The Power of a Plan, he shares strategies
you can use to improve your financial situation now and plan for the future.
Inside, 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
• identify business succession opportunities
You may not be in danger of tornadoes, but everyone is susceptible to financial
ruin―with a plan, you can be more prepared to beat the odds.

The Power of a Plan
View in iTunes
  • $9.99
  • Available on iPhone, iPad, iPod touch, and Mac.
  • Category: Personal Finance
  • Published: Oct 12, 2016
  • Publisher: Advantage Media Group
  • Seller: Advantage Media Group
  • Print Length: 188 Pages
  • Language: English
  • Requirements: This book can only be viewed on an iOS device with Apple Books on iOS 12 or later, iBooks 1.5 or later and iOS 4.3.3 or later, or a Mac with iBooks 1.0 or later and OS X 10.9 or later.

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