Sentences with phrase «as a financial planner very»

Not exact matches

But as Lenore Davis, a registered financial planner with Dixon, Davis & Co. in Victoria, points out, «your mortgage is probably the largest financial obligation you will ever have and payments come out of after - tax dollars, so it's very expensive debt.»

«They strike me as being two very capable people who are surrounded by a lot of noise which leaves them feeling scattered,» says Julia Chung, a certified financial planner with JYC Financial in Vfinancial planner with JYC Financial in VFinancial in Vancouver.

It is also an inter-disciplinary team approach — when appropriate, collaborative family lawyers and collaborative family coaches (such as counselors, social workers, psychologists, and mediators) and collaborative financial specialists (accountants, financial planners) work together to help clients deal with this very stressful and challenging transition of divorce.

It should go without saying that this is a «very nuanced financial planning issue,» as our resident Certified Financial Planner, Tyler Endfinancial planning issue,» as our resident Certified Financial Planner, Tyler EndFinancial Planner, Tyler End, put it.

«Permanent policies are best suited as estate planning tools for the very wealthy who are facing estate tax situations, or for sophisticated charitable intentions,» says certified financial planner Andy Tilp, president of Trillium Valley Financial Planning near Portlandfinancial planner Andy Tilp, president of Trillium Valley Financial Planning near PortlandFinancial Planning near Portland, Oregon.

Successful businesses benefit from strong financial advocates such as accountants and certified financial planners, says Jim Schleif, ABR, CRS, with Shorewest, Realtors ®, in Shorewood, Wis. «I think it is very important to have those key partners,» he says.