Values-based Financial Planning PDF Download
Are you looking for read ebook online? Search for your book and save it on your Kindle device, PC, phones or tablets. Download Values-based Financial Planning PDF full book. Access full book title Values-based Financial Planning by Bill Bachrach. Download full books in PDF and EPUB format.
Author: Bill Bachrach
Publisher:
ISBN: 9781887006033
Category : Business & Economics
Languages : en
Pages : 174
Get Book Here
Book Description
Whether you're already well-to-do or just beginning to build a nest egg, this book will help you to make smart financial choices based on what's important to you ...
Author: Bill Bachrach
Publisher:
ISBN: 9781887006033
Category : Business & Economics
Languages : en
Pages : 174
Get Book Here
Book Description
Whether you're already well-to-do or just beginning to build a nest egg, this book will help you to make smart financial choices based on what's important to you ...
Author: Huw Thomas
Publisher: Routledge
ISBN: 1351876171
Category : Business & Economics
Languages : en
Pages : 240
Get Book Here
Book Description
This book brings together a group of distinguished international authors to analyze and comment upon the various roles of evaluation and valued ideas, in planning and education of planners. Topics covered include the nature of aesthetic judgement and of practical judgement, the implications for planning of various theories of environmental ethics, and the significance of key concepts such as heritage, justice, professional ethics and the public interest in orienting planning practice. Contributors relate their ideas about planning to a wide range of philosophical and social theories and debates, including feminist writings, discussions of post modernism, critical theory and the work of Anglo-American analytical philosophers. These essays will prove stimulating not only to planning theorists and practitioners, but to anyone interested in the way evaluations and key concepts contained in them can and should influence public policy.
Author: Scott C. Fithian
Publisher: Wiley
ISBN: 9780471380405
Category : Business & Economics
Languages : en
Pages : 0
Get Book Here
Book Description
Estate planning has more procrastination, indecision, and inertia associated with it than any other area of planning. Affluent baby boomers, in particular, as the beneficiaries of the largest intergenerational transfer of wealth in history, have a daunting set of financial concerns with which to contend. Here at last is a step-by-step approach to estate planning that equips planners and financial advisors to help clients tackle this important process once and for all. Most clients understandably find planning concepts and strategies confusing, but most also have a fairly sound understanding of who and what is most important to them. These are the priorities from which to build the foundation of a successful estate plan. The seven principles explored in this book use personal values as a basis to form The Legacy Planning System. With this approach, advisors can: * Help clients discover and solidify their deepest values, convictions, and objectives relative to their money * Help clients express those values and objectives in a clearly written Family Financial Philosophy mission statement * Serve as the team leader in advising clients and clients other advisors on how to use the mission statement to direct the planning process Clarifying your clients priorities and personal goals will enable you, as a trusted advisor, to simplify the planning process for clients, ensure their lifetime financial independence, and help them control their ultimate family and social capital legacies. Confronting issues of family dynamics, taxes, and financial situations not to mention accepting one s own mortality is difficult for many people. In addition, since estate planning often requires a shift in ownership of assets, clients feel an unsettling loss of privacy and control over their financial resources. Help your clients to overcome these obstacles and achieve their highest financial and philanthropic aspirations. They ll thank you for generations to come. Praise for Values-Based Estate Planning "Scott Fithian s book provides planning professionals with new insights into the estate planning process. Most importantly, he stresses the individual and family benefits of philanthropy through the concept of social capital which should be a key element to the planner s inventory of client questions."--Charles W. Collier, Senior Philanthropic Advisor, Harvard University "This exceptional book empowers planners with a well- organized roadmap to lead wealthy clients to implementation of an estate plan expressing the clients own values. Scott Fithian s Legacy Planning System focuses the advisor on the critical importance to the estate planning process of helping clients identify and articulate their values and objectives. This useful volume makes those ideas available to a much broader audience, while broadening the subject with illustrations of effective employment of the methodology he has developed."--David Wheeler Newman, JD, LLM, Mitchell, Silberberg & Knupp LLP "Fithian s view of the complete person helps the advanced advisor avoid the typical limitations (hazards) of planning for wealthy families. The easy-to-understand and easy-to-follow methods help determine in-depth values of the client s total financial goals. His methods result in cementing valuable relationships with the most prized clients. Critical reading for CPAs, attorneys, insurance agents, or other advisors." & mdash;Jessica M. Bibliowicz, President and CEO, National Financial Partners "Scott s wealth optimization system is truly revolutionary. For the first time, affluent clients and their advisors can rely on a fully integrated system that spans all phases of wealth accumulation, management, and transfer over time. An outstanding reference!"--Robert Keys, The Private Client Group
Author: Terry Quong
Publisher: Prentice Hall PTR
ISBN:
Category : Business & Economics
Languages : en
Pages : 252
Get Book Here
Book Description
Virtually everyone -- parents, teachers, administrators, school boards, and students -- believes that schools must change for the 21st century. But which changes should occur, and whose values should be reflected? Many change initiatives have foundered on questions like these. Values-Based Strategic Planning: A Dynamic Approach for Schools offers a complete guide to rethinking the purpose of schools, involving every constituency, achieving real consensus, and planning for change that really happens. The tools and techniques in this book work not only in schools, but in any organization that must change, but isn't sure how. Unlike other planning schemes, Values Based Strategic Planning involves everyone in the school, accounts for their fundamental beliefs about education, and is delightfully simple to operate. The entire process can be completed in one day, and the result is a strategic plan that reflects the school's priorities and has the wholehearted commitment of those who must put it into operation. You'll walk step-by-step through the process, start to finish. Learn how to solicit value statements and distill them into school-wide values that can be shared and acted upon; identify critical issues and draft a preliminary mission statement; discover the aspects of a school -- and each individual's role -- that should kept, changed, or innovated; prioritize the results, and build a plan specific enough to succeed. Values Based Strategic Planning has been used in schools and other organizations worldwide, and it works.
Author: Kenneth H. Blanchard
Publisher: Berrett-Koehler Publishers
ISBN: 9781576752746
Category : Business & Economics
Languages : en
Pages : 162
Get Book Here
Book Description
The Fortune 500 list, defined by size and volume, is the current measure of success in the corporate world. This timely book suggests instead a "Fortunate 500" list, based on the quality of service available to customers and the quality of life accessible to employees.
Author: Ronald M. Keeble
Publisher:
ISBN:
Category : City planning
Languages : en
Pages : 252
Get Book Here
Book Description
Author: Ann Rhoades
Publisher: John Wiley & Sons
ISBN: 0470901926
Category : Business & Economics
Languages : en
Pages : 258
Get Book Here
Book Description
Most leaders know that a winning, engaged culture is the key to attracting top talent—and customers. Yet, it remains elusive how exactly to create this ideal workplace —one where everyone from the front lines to the board room knows the company’s values and feels comfortable and empowered to act on them. Based on Ann Rhoades’ years of experience with JetBlue, Southwest, and other companies known for their trailblazing corporate cultures, Built on Values reveals exactly how leaders can create winning environments that allow their employees and their companies to thrive. Companies that create or improve values-based cultures can become higher performers, both in customer and employee satisfaction and financial return, as proven by Rhoades’ work with JetBlue, Southwest Airlines, Disney, Loma Linda University Hospitals, Doubletree Hotels, Juniper Networks, and P.F. Chang’s China Bistros. Built on Values provides a clear blueprint for how to accomplish culture change, showing: How to exceed the expectations of employees and customers How to develop a Values Blueprint tailored to your organization’s goals and put it into action Why it's essential to hire, fire, and reward people based on values alone, and How to establish a discipline for sustaining a values-centric culture Built on Values helps companies get on the pathway to greatness by showing the exact steps for either curing an ailing company culture or creating a new one from scratch.
Author: Neil Snyder
Publisher: Simon and Schuster
ISBN: 1451602529
Category : Business & Economics
Languages : en
Pages : 298
Get Book Here
Book Description
Today, quality is the battleground on which global competition takes place, yet without effective leadership no quality program can succeed. This penetrating book exposes the problems that arise when leadership in business fails to do its job, and offers powerful, inspirational examples of firms that have confronted this problem and prevailed through leadership that aims at producing quality results. By highlighting the practices of such noted leaders as Walt Disney and Michael Eisner at Walt Disney, Ray Kroc at McDonald's, Sam Walton at Wal-Mart, David Kearns at Xerox, and Robert Galvin at Motorola, the authors reveal how each of these legendary leaders possessed three crucial leadership characteristics -- vision, strong values and beliefs, and the active courage to make their visions a reality. These characteristics, they show, make the difference between superior performance and "business as usual." With eloquent case studies, the authors demonstrate that unusually successful business leaders show the way for their employees by nurturing cultures that encourage and reward quality performance and by exhibiting personal characteristics that inspire excellence. A leader dedicated to a single vision, the authors show, inspires personal commitment to a common purpose. Walt Disney had a vision of a company that would never stop creating, innovating, and growing. Values and beliefs serve as the basis for direction and action in a business. Superior leaders, the authors argue, are expert in the promotion of values -- such as Ray Kroc's obsession with high-quality, inexpensive food in a clean environment. The courage to make things happen is exhibited most dramatically by Sam Walton's perseverance in mass market retailing. The payoffs for these superior leaders included the loyalty and commitment of their employees, quality, and profits. The authors' approach to leadership for quality management -- with its focus on vision, values, and courage -- emphatically demonstrates what leaders must do to consistently produce quality results if they want their organizations to prosper and grow.
Author: Anne Maret Varangu
Publisher:
ISBN:
Category :
Languages : en
Pages : 247
Get Book Here
Book Description
Explicitly and implicitly, planners make choices about values and use values to make choices. Values are presented as reasons to do and not to do in setting goals and during participatory planning processes, cited in scholarly articles used as planning knowledge, and purposefully collected by surveys. Attention to values is generally focused on substantive and procedural dimensions, such as determining what peoples' values are or deciding which values are relevant, in what circumstances, and at what point in planning processes. As well, planners may have a particular interest in understanding why people take particular positions on values, especially when values appear to conflict with values embedded in particular planning purposes and proposals. Most of such usage of "values" takes the meaning of values for granted. It begins with an assumption of shared understanding about what "values" are. This thesis takes a step backwards to explore whether or not this assumption is warranted by identifying what appear to be different and disconnected usages of the word "values". The first part of the thesis considers the history of usage of the word "values" and objections to using values language before proposing a theory about diverse usage of values. This theory was developed using grounded theory methodology, an iterative method of constant comparison and contrast applied to thousands of examples of values usage. Examples were gathered from contemporary everyday usage and from a broad range of scholarly material dating back to the late 1800s. These examples included but were not limited to examples from planning. Conclusions reached in the study of values are then used as a basis for developing three propositions that are applied to planning: (1) Calling something "a value", instead of a belief, principle, attitude and so on, can make a difference; (2) Particular usages of "values", no matter how diverse, are expressions of a concept of values in general; and (3) A questioning attitude should be attached to all values usage by default. For values to be a useful planning tool, the propositions should have explanatory value and create new opportunities for analysis and understanding of values usage in planning. That there are multiple ways of using "values" suggests that planners have a choice in deciding how to use values. The third proposition is used as a starting point for proposing a usage of values that may be particularly suited to sustainability planning. The proposed usage takes into consideration the implications of a theory about diverse usage and a flexible and vague concept of values in general, the diverse history of usage of the word "values", objections to the use of values language, diverse usage of "values" in planning in general and the needs of planning. Sustainability planning appears to have a particularly desperate need for integrating values across sectors into which society and ideas about society are organized. The usage of values proposed for sustainability planning is applied to a case study of a municipal sustainability initiative to consider its explanatory value and how a different understanding of values might have affected the planning process and subsequent implementation of the sustainability policy. If this theory about values holds in application to planning, then values may be a powerful tool with which to challenge convention and the status quo. Conclusions are drawn about the desirability and feasibility of explicit and deliberate use of the word and idea of "values" in planning and suggestions are made for further research.
Author: Amy Baldwin
Publisher:
ISBN: 9781951693169
Category :
Languages : en
Pages :
Get Book Here
Book Description
