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Copyright © 2015 by Jean Brunel. All rights reserved.

Published by John Wiley & Sons, Inc., Hoboken, New Jersey.

Published simultaneously in Canada.

No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning, or otherwise, except as permitted under Section 107 or 108 of the 1976 United States Copyright Act, without either the prior written permission of the Publisher, or authorization through payment of the appropriate per-copy fee to the Copyright Clearance Center, Inc., 222 Rosewood Drive, Danvers, MA 01923, (978) 750-8400, fax (978) 646-8600, or on the Web at www.copyright.com. Requests to the Publisher for permission should be addressed to the Permissions Department, John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, (201) 748-6011, fax (201) 748-6008, or online at http://www.wiley.com/go/permissions.

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Neither this book nor the worksheets available on the publisher’s website are, or are intended to be, financial, trading, investment, or tax advice. Particular financial, trading, investment, or tax strategies should be evaluated relative to each person’s objectives and risk tolerance. Any graphs and charts are for illustrative purposes only and do not reflect future values or the future performance of any investment.

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Library of Congress Cataloging-in-Publication Data:

Brunel, Jean L.P.

Goals-based wealth management: an integrated and practical approach to changing the structure of wealth advisory practices / Jean L.P. Brunel.

pages cm. – (Wiley finance series)

Includes index.

ISBN 978-1-118-99590-7 (cloth/website) 1. Portfolio management.

2. Wealth–Management. 3. Investment advisors. I. Title.

HG4529.5.B777 2015

332.6–dc23

2014040792

Goals-Based Wealth Management

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