Cases in Family Financial Planning: A Guide for Financial Planning Analysis and Plan Preparation
Edition: 1
Copyright: 2021
Pages: 250
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$91.16
Cases for Family Financial Planning: A Guide for Financial Planning Analysis and Plan Preparation is written for graduate and undergraduate level students seeking understanding and guidance of comprehensive family financial planning from a practical professional viewpoint. The textbook is intended to be used in a capstone or case-based course to provide a review and overview of the family financial planning curriculum and financial planning process. The textbook is also intended to be a resource and reference for family financial planning professionals.
This textbook aims to assist you in the family financial planning process for developing your approach to engagement to financial planning clients. The textbook is structured as follows:
- Part I: Family Financial Planning Process Overview
- Part II: Client Financial Status Analysis and Evaluation
- Part III: Client Income Tax Analysis and Evaluation
- Part IV: Client Risk Protection Planning
- Part V: Client Asset Growth and Distribution Planning
- Part VI: Family Financial Planning Case Studies
- Appendices
Part 1 of the textbook provides an overview of the family financial planning process. It provides guidance for preparation of the financial plan. Parts 2 – 5 of the textbook provides guidance for addressing specific issues with each area of the financial plan – cash management, insurance planning, investment planning, income tax planning, retirement planning, and estate planning. For each area, case studies are provided to address issues specific to that area of financial planning. Each area also has one case with a suggested solution. Part 6 of the textbook contains mini and comprehensive cases that address various issues common in family financial planning. The appendices of the textbook provide reference materials to assist you in providing comprehensive analysis for the cases and in the future while practicing family financial planning.
Lisa L. Cole Martin is a seasoned educator and financial planning expert with over two decades of experience teaching accounting, finance, and business courses at various esteemed universities, including North Carolina A&T State University and Texas Tech University. She holds an Ed.D. and an M.S. in Personal Financial Planning from Texas Tech University, an M.B.A. in Public Administration from the University of Findlay, and a B.S. in Accounting from Grambling State University.
As the author of Cases in Family Financial Planning: A Guide for Financial Planning Analysis and Plan Preparation, published in 2021, Lisa has demonstrated her deep commitment to advancing financial literacy. Her latest work, Resource Management for Elderly Well-Being: A Holistic Approach to Financial Planning and Security in Retirement Years, reflects her passion for helping individuals navigate the complexities of financial planning in their later years.
Lisa is particularly devoted to making financial planning concepts accessible to low and middle-class individuals, empowering them to build generational wealth and secure their financial futures. She believes that everyone, regardless of their background, deserves the knowledge and tools to achieve financial security and well-being, especially in retirement.
Beyond her professional achievements, Lisa has a deep love for music and enjoys spending her free time reading, watching Marvel movies, and being with her family and friends. Her dedication to financial education is matched by her commitment to making complex financial concepts understandable and actionable for all. Through her teaching, writing, and outreach, Lisa continues to inspire and equip diverse audiences with the knowledge they need to thrive financially, particularly as they approach and navigate their retirement years.