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Personal Financial Planning for Executives and Entrepreneurs

The Path to Financial Peace of Mind

  • Michael J. Nathanson
  • Jeffrey T. Craig
  • Jennifer A. Geoghegan
  • Nadine Gordon Lee
  • Michael A. Haber
  • Seth P. Hieken
  • Matthew C. Ilteris
  • D. Scott McDonald
  • Joseph A. Salvati
  • Stephen R. Stelljes
Book

Table of contents

  1. Front Matter
    Pages i-xxvii
  2. Michael J. Nathanson, Jeffrey T. Craig, Jennifer A. Geoghegan, Nadine Gordon Lee, Michael A. Haber, Seth P. Hieken et al.
    Pages 1-5
  3. Michael J. Nathanson, Jeffrey T. Craig, Jennifer A. Geoghegan, Nadine Gordon Lee, Michael A. Haber, Seth P. Hieken et al.
    Pages 7-14
  4. Michael J. Nathanson, Jeffrey T. Craig, Jennifer A. Geoghegan, Nadine Gordon Lee, Michael A. Haber, Seth P. Hieken et al.
    Pages 15-39
  5. Michael J. Nathanson, Jeffrey T. Craig, Jennifer A. Geoghegan, Nadine Gordon Lee, Michael A. Haber, Seth P. Hieken et al.
    Pages 41-58
  6. Michael J. Nathanson, Jeffrey T. Craig, Jennifer A. Geoghegan, Nadine Gordon Lee, Michael A. Haber, Seth P. Hieken et al.
    Pages 59-62
  7. Michael J. Nathanson, Jeffrey T. Craig, Jennifer A. Geoghegan, Nadine Gordon Lee, Michael A. Haber, Seth P. Hieken et al.
    Pages 63-78
  8. Michael J. Nathanson, Jeffrey T. Craig, Jennifer A. Geoghegan, Nadine Gordon Lee, Michael A. Haber, Seth P. Hieken et al.
    Pages 79-91
  9. Michael J. Nathanson, Jeffrey T. Craig, Jennifer A. Geoghegan, Nadine Gordon Lee, Michael A. Haber, Seth P. Hieken et al.
    Pages 93-113
  10. Michael J. Nathanson, Jeffrey T. Craig, Jennifer A. Geoghegan, Nadine Gordon Lee, Michael A. Haber, Seth P. Hieken et al.
    Pages 115-133
  11. Michael J. Nathanson, Jeffrey T. Craig, Jennifer A. Geoghegan, Nadine Gordon Lee, Michael A. Haber, Seth P. Hieken et al.
    Pages 135-142
  12. Michael J. Nathanson, Jeffrey T. Craig, Jennifer A. Geoghegan, Nadine Gordon Lee, Michael A. Haber, Seth P. Hieken et al.
    Pages 143-156
  13. Michael J. Nathanson, Jeffrey T. Craig, Jennifer A. Geoghegan, Nadine Gordon Lee, Michael A. Haber, Seth P. Hieken et al.
    Pages 157-167
  14. Michael J. Nathanson, Jeffrey T. Craig, Jennifer A. Geoghegan, Nadine Gordon Lee, Michael A. Haber, Seth P. Hieken et al.
    Pages 169-181
  15. Back Matter
    Pages 183-187

About this book

Introduction

Effective financial planning for executives and entrepreneurs is complex, dense, and impossible to reduce to a single, easy-to-understand formula. Designed to emphasize the importance of effective, targeted financial planning, this book begins by telling a story about a fictional, but plausible, power couple and their family who (spoiler alert!) do pretty much everything wrong in securing their financial future. In most cases, they don’t do the things needed because they don’t know what they are. Using this story as a case study of executives and entrepreneurs, the book breaks down the case into chapters and offers practical discussions of all the key financial planning pillars—investment planning, tax planning, estate planning, philanthropic planning, risk management, and equity-based compensation to name a few—with the tools needed to tailor a plan for virtually every circumstance and need. While there is no single plan that works for everybody, this book will provide a guide with complicated, technical information alongside specific guidance on how to build an effective financial plan.

Keywords

financial planning CFP estate planning investment planning tax planning risk management philanthropic planning bonds interest rates cash flow cash flow analysis tools for financial planners asset allocation executive employment insurance planning goals-based financial planning Equity-based compensation

Authors and affiliations

  • Michael J. Nathanson
    • 1
  • Jeffrey T. Craig
    • 2
  • Jennifer A. Geoghegan
    • 3
  • Nadine Gordon Lee
    • 4
  • Michael A. Haber
    • 5
  • Seth P. Hieken
    • 6
  • Matthew C. Ilteris
    • 7
  • D. Scott McDonald
    • 8
  • Joseph A. Salvati
    • 9
  • Stephen R. Stelljes
    • 10
  1. 1.The Colony GroupBoston, MAUSA
  2. 2.The Colony GroupHingham, MAUSA
  3. 3.The Colony GroupNew York, NYUSA
  4. 4.The Colony GroupArmonk, NYUSA
  5. 5.The Colony GroupNew York, NYUSA
  6. 6.The Colony GroupBoston, MAUSA
  7. 7.The Colony GroupBoston, MAUSA
  8. 8.The Colony GroupHingham, MAUSA
  9. 9.The Colony GroupBoston, MAUSA
  10. 10.The Colony GroupHingham, MAUSA

Bibliographic information

Industry Sectors
Finance, Business & Banking