Sentences with phrase «as a financial planner»

The parties each choose their own legal counsel and may also agree to retain other professionals such as financial planners, mental health professionals, or coaches.

Currently she spends her days working as a financial planner.

I'm a big fan of «the niche», having combined my former - life expertise as a financial planner with my full - time travel lifestyle.

The same is true of financial advisers and financial consultants, if those are the titles that your broker uses, as well as financial planners and insurance agents who sell products on commission.

As a financial planner who specializes in working with doctors and their families, I've realized over time that many doctors do have high credit scores.

If so, you could be a lawyer who decides to get certified as a financial planner or who decides to hire one or more into your firm.

As a financial planner people often approach me at parties and family gatherings to discuss the current hot business story.

While not the same as a financial planner, the account managers are pretty sharp and can help them get started.

His success as a financial planner can be directly attributed to his detailed approach and commitment to quality advice and superior service for each client.

Being able to present a financial plan example well is one of the primary keys to survival as a financial planner or money manager.

From my viewpoint as a financial planner, I disagree with this thinking.

The spouses usually retain a neutral financial professional, generally with a background as a financial planner or forensic accountant.

While your therapist is not going to act as your financial planner, they will be able to open up the lines of communication regarding your finances.

When you are reviewing your options with a life insurance professional such as a financial planner, agent or broker, they may suggest combinations of different types of policies to save money.

Ben Kleban, another Harvard - trained educator, traded a rising career as a financial planner for Boeing to get into the charter school business.

Seeking an opportunity to work as a financial planner in an organization where my knowledge and skills will be utilized

Results - oriented professional, poised to leverage education and experience toward launching a successful career as a Financial Planner.

Proven experience as financial planner or similar role; experience in sales or customer service is an asset

In 1988 she quit her job as a financial planner at a Pittsburgh hospital to become Sutersville Lumber's controller.

HAVING spent three days at the Financial Planning Association (FPA) confer - ence in Brisbane last week, it is probably appropriate for me to report on the state of the nation, insofar as financial planners are concerned.

As financial planner Lawrence DeFluri, co-founder of SevenBridge Financial Group, says: «It's a tradeoff.

Society's «longevity risk,» as financial planners call it, has been a slow - developing crisis, more a rising tide than a sudden storm, so top investment minds have had some time to prepare for it.

If I've learned anything in my work as a financial planner over the past eight years, it's that if something is too hard to implement in our financial lives, chances are we just won't do it.

Rapport and trust are essential as your financial planner is going to know more about you than your accountant or doctor, as he or she will have details of your finances, medical history and family situation.

This would make my life as a financial planner very... very... very difficult

As financial planner Annie Kvick of Money Coaches Canada in North Vancouver says, it's important to have the basics covered and at least enough for a little bit of spending on «fun things» like entertainment and travel.

«It feels really, really good to do for clients with $ 3,000 in their account what I used to do [as a financial planner] for those with $ 3 million in their account.»

The Smith Manoeuvre is a strategy that Fraser Smith developed as a financial planner and then wrote a book about it in 2002.

Dana is also a CFP ®, RMA ® and Kolbe Certified Consultant who has been practicing as a financial planner since 1995.

Someone can only put themselves out there as a financial planner in Quebec if they have a Pl.Fin designation from the Institut québécois de planification financière (IQPF) or they hold the Certified Financial Planner (CPF) designation from the Financial Planning Standards Council (FPSC).

Tom is Certified as a Financial Planner by the Financial Planning Standards Council.

The Financial Blogger presents A Day As A Financial Planner posted at The Financial Blogger, saying, «A look at the work involved with being a financial planner.»

At RBC, she served as Financial Planner, then Branch Services Manager assisting with Personal Financial, Estate Planning and Investment Management for five years before starting Financial Reporting Services, LLC.

Hence to sell a comprehensive term insurance plan, an insurance company would check your income as well as the tax returns you forgo, this makes it evident that these insurance companies as financial planners feel that there is no need of an insurance cover for a person who has no earnings.

For example, the job description of a financial office secretary likely does not include oversight of individual financial accounts but in reality, the secretary does have access to sensitive customer information so realistically, the role of the secretary may present similar risks as the financial planner whose job description specifically requires handling and management of customer financial information.

Wish to work in a goal oriented organization as a financial planner, where I can utilize my 10 years of experience for the success of the company.

I am seeking for a getting an opportunity in a prestigious financial firm or organization where my experience and skills as a financial planner can be utilized positively in achieving the objectives and business goals.

Willing to get an achievement - driven opportunity as a financial planner for creating and maintaining the profitable relationships with the important clients while exploiting the investment strategies that are designed for achieving the financial goals of clients.

As a financial planner Dawn takes a life plan approach to financial planning incorporating all areas such as retirement and estate planning, risk management, college funding and wealth management.

For example, those still in training or getting credentials or certifications, such as Financial Planners who don't yet have the certification to practice Collaborative Divorce but are referring their clients to other Collaborative Professionals.

The commission will require a team of financial and mental health professionals, and should include clinical counsellors, social workers and psychologists expert in separation, grief, personality disorders, child developmental psychology and crafting age - appropriate parenting plans, as well as financial planners, accountants, valuators and actuaries.

Roger is a fee - only financial advisor who started to blog to share his knowledge and experience as a financial planner.

As a financial planner in New York City, I've come to expect new client meetings to include conversations about financial anxiety, confusion, and frustration.

Dan founded New Heights Financial Planning, where he works as a financial planner with clients all over the country.

In August 2013, the Financial Industry Regulatory Agency fined Morton $ 5,000 and suspended him from working as a financial planner for six months.