The Power of a Plan

DAVID E. STONE is Founder of Stone Consulting Group. Since 1992, David has provided business and financial planning services to professionals and business owners. He obtained his bachelor’s in business management from Brigham Young University and his MBA from California State University. David is also a former member of the extension faculty at the University of California, Davis. David is a CERTIFIED FINANCIAL PLANNER™ Professional, Chartered Financial Consultant, Chartered Life Underwriter, and Chartered Retirement Planning Counselor.

FOREWORD ACKNOWLEDGMENTS INTRODUCTION Honest Abe and the Power of a Plan The Personal CFO: What You Should Expect from a Certified Financial Planner™ The Basics of Cash Management Managing Risk and Insurance Strategies Are You Sailing or Rowing or Both? Real Estate and Reluctant Landlords A New Way of Making Retirement More Rewarding Tax Strategies for the Long-Form Crowd Plans You’ll Never See the End Of Generational Wealth Planning Let’s Talk Business CONCLUSION Worry Less, Dream More APPENDIX A What Is an “Accredited Investor”? APPENDIX B The Serve First Philosophy APPENDIX C The Creed APPENDIX D Resources APPENDIX E Wait-And-See Buy-Sell Agreement ABOUT THE AUTHOR