Sentences with phrase «as financial planners»

A collaborative divorce may involve other experts such as financial planners and therapists, who help spouses work through financial and other problems.

Depending upon the specific needs of each couple, collaboratively trained professionals, such as financial planners, mental health professionals, and trained mediators, can be included in the process.

It can be used by recruiters, staffing agencies as well as lead generators such as financial planners, real estate agents, or startups.

There are several subtypes of financial advisor, such as financial planners.

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.

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.

The parties work with lawyers trained in the collaborative process, and in a case by case basis, involve other professionals trained in the process, such as financial planners and divorce counsellors, in order to negotiate a fair and equitable resolution when a relationship breaks down.

In collaborative family law, couples work together to reach an agreement in a non-confrontational and cooperative processThe parties each choose their own legal counsel and may also agree to retain other professionals such as financial planners, mental health professionals, or coaches.

This paper explores the issue of sustainable withdrawal rates using 109 years of financial market data for 17 developed market countries in an attempt to provide a broader perspective about safe withdrawal rates, as financial planners and their clients must consider whether they will be comfortable basing decisions using the impressive and perhaps anomalous numbers found in the past US data.

Instead, they are sales commissions paid to investment intermediaries such as financial planners, brokers and investment advisers.

Front - end loads are paid to investment intermediaries, such as financial planners, brokers and investment advisors, as sales commissions; as such, these sales charges are not part of a mutual fund's operating expenses.

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.

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.

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

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

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

As financial planner and blogger at Mom and Dad Money, Matt Becker, explains:

As a financial planner, I totally understand where you're coming from.

Then, he joined Ayco, a Goldman Sachs Company, as a financial planner, where he provided comprehensive planning services for corporate executives and high - net - worth private clients.

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

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

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.

Dave Grant CFP ® of Retirement Matters said he has a friend who considered hiring him as a financial planner, but chose to go with a robo advisor instead.

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.

As a financial planner that is what makes my profession fun and challenging.

Hey Mika, I wouldn't be embarrassed (unless your job were as a financial planner or something lol).

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.

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

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

As your financial planner, I will also act as a liaison with other specialists (attorney, accountant, realtor or insurance agent) who play an important part in your finances.

In my work as a financial planner, I often see the innards of different 401 (k) plans.

«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.»

By the time I was a mere 20 years old, I was establishing myself as a financial planner, having already started working with a local firm in my home town of Binghamton, New York.

A: As a financial planner, one of the things I do all day long is build financial plans that show people how long they have to work to retire comfortably at age 62 and fund the rest of their lives through age 95.

As financial planner and blogger at Mom and Dad Money, Matt Becker, explains:

«As a financial planner, it's going to be much easier to demonstrate value added,» says Cary List, president of the Financial Planning Standards Council.

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.

«Obviously, as a financial planner, my advice would always be to create a budget and only pay for things you can afford,» says Lyons Cole.

I was instantly struck with the huge implications it had for my work as a financial planner.

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).

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.

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.

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.

For example, your home insurance broker or agent may tell you that they can not personally offer you life insurance or disability, but may refer you to a colleague with the proper licensing, such as a Financial Planner or Advisor.

This information has to offer the employers an overview of your skills and abilities, which you can use as a Financial Planner.

The objective statement in your Financial Planner Resume has to inform the employer of your career goals or to express your interest in a specific job or position as a Financial Planner.

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

As a financial planner, you'll need to develop excellent people skills to understand your clients» aims and needs, and the technical skills to build relevant solutions and communicate them in an effective way.

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.