Sentences with phrase «analysis of your financial situation»

If you feel overwhelmed by debt, call a certified credit counselor or get started online for a free analysis of your financial situation.

Perform a detailed analysis of your financial situation to ensure you have a strong cash flow and available funds for a down payment, which will be 10 to 25 percent of the cost of the building depending on the type of financing you acquire.

To give you accurate and personalized information, we will need to do a detailed analysis of your financial situation.

Skilled at consultative, solution based selling with clients in analysis of their financial situation and developing tailored strategic solutions to...

Not exact matches

With an in - depth analysis of their financial and tax situation, our clients receive a retirement strategy tailored to their specific needs that is low cost, efficient and flexible.

They should be able to provide clear, authoritative and impartial professional advice and objective financial analysis and interpretation of complex situations.

As part of our advisory service, however, we conduct a more comprehensive analysis of a client's financial situation - also looking at a client's debt, tax wrapper usage and already invested amounts to provide the client with a recommendation regarding a suitable investment solution, restricted to the Scalable Capital portfolios, as well as the correct tax wrapper for their situation.

With an in - depth analysis of their financial and tax situation, our clients receive a retirement strategy tailored to their specific needs that is low cost, efficient and flexible.

Counseling provides a unique one - on - one opportunity for an impartial analysis of the customer's financial situation and a forum in which to ask questions and resolve debt issues.

An analysis of your personal situation, the financial risks you face, and your current insurance policies can help determine whether new insurance policies or change in coverage is appropriate.

In order to decide if a whole life insurance policy makes sense for your financial situation, you will need to do a detailed analysis of your finances and future plans.

Over the whole time frame she was invested, never once did she consider selling based upon the news of the day, the state of the economy, or pundit analysis about the company or industry, or even for her personal financial situation.

3.1 We will undertake a comprehensive review your current financial situation, including an analysis of your income (all the money that comes into your household), your essential and priority expenditure (things like rent or mortgage, gas, electricity, food, transport to work and any repayments towards loans that secured against an asset such as your home), unsecured debts (such as credit cards, overdrafts and personal loans) and assets (things you own that have a saleable value, such as property and cars).

Credit counseling may involve analysis of a consumer's financial situation, evaluation of debt reduction strategies for paying off or managing debt, and education about money management.

Before making a gift to the Museum, you should consult with your financial, tax, and legal advisors for a thorough analysis of your individual situation and the tax consequences and to decide which of these ways of giving might work best for you.

This situation is what leads a growing call for a much broader energy quest, from the laboratory to the light socket, that starts with the «no brainers» delineated by many studies, particularly a McKinsey analysis of ways to cut energy waste, but also includes a direct, increased and sustained American investment in pushing the frontiers of knowledge on energy — and boosting efforts, from the classroom to the boardroom, to build the community of technological, financial and social innovators necessary to drive the needed change.

Consequently, when considering whether the private investor test was applicable, the General Court did not err in law by focusing its analysis, not on the fiscal nature of the means employed by the French State, but on the improvement — with a view to the opening up of the electricity market — in EDF's financial situation and on the effects of the measure in question on competition.

Absent a successful appeal of Villanova Catholic, smaller employers may be able to utilize their financial situation as part of the analysis in mitigation, and at the very least should tender evidence about the financial situation of the company, the industry, the sector, and of comparable positions.

With a financial needs analysis, though, clients can obtain an overview of their current financial situation, along with suggestions and a personalized strategy for their financial security.

Select an agent who will take the time to explain your options and who will help you complete an analysis of your financial and medical situation.

Your insurance broker will typically be more than happy to complete a «needs analysis» that takes into consideration your financial situation and the financial needs of your business.

A good resume of a prospective financial planner should suggest that the candidate can complete tasks such as financial analysis, developing and implementing plans, assessing the financial situation of clients and referring them to organizations providing the services presented in the plan.

With working knowledge of financial analysis and a keen eye on the general economy and bank's market status, I could work effectively for ELK bank especially under the adverse market situations.

Additionally I: * Am a motivational leader * Am skilled at meeting with clients and networking * Have excellent time management skills * Am skilled at financial analysis and budgeting * Am an effective communicator even in difficult situations * Enjoy working as part of a team * Am a s...

Extensive experience in dealing with special situation investments in emerging markets, both on the commercial and legal sides (through multiple stakeholder negotiations, identification of legal / regulatory / business risks, financial analysis and identification and management of quality local legal resources).

Accounting Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge of various accounting principles, regulations, tax codes and related applications, continuously applying shifts in the accounting landscape to current responsibilities and client situations Manage important and sensitive financial documents, receipts and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Execute various functions and tasks including risk management, discrepancy analyses and resolution, compliance and controls, transaction accounting and other critical functions Perform analysis, research and evaluation of current accounting policies and procedures, providing thorough presentation on the potential positive and negative impacts of any modifications to present strategies Facilitate the efficiency and implementation of all accounting operations from concept to execution, partnering with clients to understand, assess and resolve current financial - and accounting - related issues Utilize technological resources, including software and accounting applications, to execute all aspects of both corporate and personal accounting as well as prepare, audit and file important and sensitive tax documents with appropriate authorities Employ in - depth knowledge of the Internal Revenue Code, IRS, SOX, audit executions, strategy development, financial statement development and maintenance, tax filings and other critical functions Work closely with clients to develop specific plans - of - action to address future taxation and accounting issues, collaborating with other professional advisors as needed Understand and apply accounting and financial reporting standards (GAAP), rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and professional service Ensure adherence to professional codes of conduct, applicable rules and regulations, laws and other relevant benchmarks

And the same Zillow analysis that surveyed high property and income taxes in other states says an individual in a similar financial situation would pay one - quarter of the amount in Nashville, Tenn..

As I began preparing my listing presentation, I went into autopilot doing my due diligence as I would with any other listing presentation: inquiring about the sellers» financial situation and motivation for selling, researching for liens on the property, getting a general condition of the home and what is necessary to get it into «show shape,» and securing relevant comps for the market analysis, to name a few.

During the prequalification process a lender analyses your financial situation applying basic underwriting standards (such as housing and debt ratios) and provides an estimate of how large a mortgage you can afford.