Date of Defense
4-24-2003
Department
Finance and Commercial Law
First Advisor
Dr. Pam Rooney
Second Advisor
Dr. Judy Swisher
Abstract
This thesis has been in the works for the last year and a half. It is based upon my chosen career path as a financial advisor and its end result is to produce a brief booklet to introduce my clients to the steps involved in achieving financial security and peace of mind.
Recommended Citation
Daus, Ryan M., "An Introductory Guide to the Financial Planning Process" (2003). Honors Theses. 2117.
https://scholarworks.wmich.edu/honors_theses/2117
Access Setting
Honors Thesis-Campus Only
COinS