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Publisher's Summary

Plan your financial worries away.

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.

PLEASE NOTE: When you purchase this title, the accompanying reference material will be available in your My Library section along with the audio.

©2016 David E. Stone (P)2017 David E. Stone

What members say

Average Customer Ratings

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  • Overall
    5 out of 5 stars
  • Performance
    5 out of 5 stars
  • Story
    5 out of 5 stars

Informative, convincing and entertaining

The Power of a Plan provides an education and helpful insight into the value a CFO can provide to anyone truly invested in their future. David teaches using easy to understand stories and metaphors. It’s entertaining and the audible version is perfect for busy individuals like myself. If I didn’t hire Stone Consulting Group I would definitely have my financial planner read this to see what I hope to see happen with the management of my assets. His description of a CFO and the importance of having such an individual on your “team” is convincing. I will be searching for someone like David with whom I can trust if not the man himself. Excellent book.

  • Overall
    2 out of 5 stars
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    2 out of 5 stars

Not a personal finance book, It's a sales book.

What could have made this a 4 or 5-star listening experience for you?

Contents that was meaningful and helpful

What do you think your next listen will be?

Something in the personal finance and investment area.

Who would you have cast as narrator instead of David E. Stone?

N/A

What reaction did this book spark in you? Anger, sadness, disappointment?

I was disappointed. I continued to listen to this book hoping to glean helpful/purposeful information about financial planning. What this book is about is very basic information and the author pitching an idea that you should have a personal CFO layered on top of your attorney, financial planner and accountant. Some may find this interesting but I really wasn't looking for a sales pitch on a personal CFO, I was looking for planning/financial information.

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    5 out of 5 stars
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Needed this!

Can’t wait to get started on putting together a plan for my business as well as personal finances.