FINANCIAL PLANNING DIAGNOSTICS

Sue Stevens’ FINANCIAL PLANNING DIAGNOSTICS offers specific, detailed guides to help readers figure out where they stand financially, what their goals in life are, and how to get there. It includes guidance on everything from assessing one’s own current financial standing to planning for life goals–offering advice on events both unexpected, like sudden job loss–to the more predictable, like the needs of aging parents or college-aged children. The language is clear, simple, forthright, and easily understood by the layperson, with well-designed checklists and worksheets to help the reader clarify and analyze their own financial data.