3d book cover of the power of a plan

The Power Of A Plan

How a Personal CFO Can Help Business Owners & Professionals Prosper

By: David E. Stone

Residents of Oklahoma plan for tornadoes. Just living there carries a risk of their home being swept away by a violent cyclone―so they prepare for the worst. As a business owner or soon-to-be retiree, you also must plan for the worst. Markets will fluctuate and investments will falter, but with a plan, you can endure the trying times.

David Stone has been helping individuals and business owners plan their financial matters since 1992, and in The Power Of A Plan, he shares strategies you can use to improve your financial situation now and plan for the future.

Inside, you’ll learn how to:
• manage and understand your cash flow
• handle your insurance needs
• manage the risk of your investments
• oversee real estate investments
• prepare for retirement
• implement tax-planning strategies
• leave an inheritance to future generations
• identify business succession opportunities

You may not be in danger of tornadoes, but everyone is susceptible to financial ruin―with a plan, you can be more prepared to beat the odds.


David E. Stone

Founder, Stone Consulting Group

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…

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