Sentences with phrase «assess financial situations»

Consult with clients to assess financial situations and goals; develop targeted investment strategies.

Hedgeable also asks the following five questions to help assess your financial situation:

Discussing your dreams and assessing your financial situation can help you define your goals as a couple.

It may be obvious, but people assess their financial situation a lot more than they assess their relationship when deciding to have a baby.

Even if their loan application is rejected, Tala will keep on analysing their smartphone habits to assess their financial situation and may offer a loan if this changes.

Quick Tip: When you assess your financial situation — saving vs. paying off your credit cards, it's important to check your credit score, in case you'd like to consolidate some of that debt into a low - interest credit card or take out a personal loan.

At the end of each year it's always a good idea to assess your financial situation and see how the year has gone for you financially.

All you have to do is fill out the form on their website and a debt specialist will contact you to assess your financial situation and create a plan for paying off the debt.

As soon as you submit your application, our team will begin to run a series of checks to assess your financial situation and affordability.

The detailed form will let me assess your financial situation and help come up with the best mortgage solution for your needs.

Step # 2 - Assess your financial situation: To begin assessing your financial situation, you have to do things like sit down and go through the stack of bills that maybe you've been ignoring for a while (maybe a long while), reassess your monthly budget and take a deeper look at your long - term savings plan.

An initial consultation is free of charge and is designed to assess your financial situation and decipher the best course of action for you as an individual.

Mortgage — Mortgages can be tricky if you don't know how to choose the right mortgage lender, evaluate the payment terms, and assess your financial situation today and in the future.

A credit counselor can help assess your financial situation and formulate a doable plan to repay your bills.

He or she will be able to assess your financial situation, guide you through the bankruptcy exemptions applicable to where you live and what types of debt you have, and advise you on whether to choose to file for Chapter 7 or Chapter 13 bankruptcy protection.

Assess your financial situation, most especially your debts.

A local agent can assess your financial situation and suggest sensible solutions.

Once you are aware of the payment options through creditors and your bank, you need to sit down and assess your financial situation.

To start the bankruptcy process, first you contact a Hoyes, Michalos & Associates licensed insolvency trustee who will assess your financial situation and explain the debt relief options available to you, including bankruptcy and alternatives to bankruptcy.

For that, you need to assess the financial situation of the employer, not the employee.

They provide a free consultation to their clients where they assess your financial situation and determine whether consolidation is the best option for you.

The consultant will assess your financial situation and try to decide if debt consolidation is the right option for you.

This detailed form will let us assess your financial situation and help come up with the best mortgage solution for your needs.

It would be better for you to assess your financial situation first, pay off some debts and build your savings, before you try again.

Take this opportunity to assess your financial situation and ask yourself if the problems you're having are only temporary — or if they're the sign of a much larger issue.

In less than an hour we can assess your financial situation and give you a plan to be debt free.

Assessing your financial situation will help you to determine how much yacht insurance you need.

The American Animal Hospital Association strongly suggests that all pet owning families assess their financial situation and consider their ability to meet unexpected expenses that may be incurred for veterinary care.

I will sit down with you and carefully assess your financial situation and eligibility to file bankruptcy.

You can connect with a local bankruptcy lawyer who can assess your financial situation and help you decide which alternative might be right for you.

Thus, it's important that you assess your financial situation before you look for automobile insurance quotes or talk to a company, so you know how much you can spend.

Member agents are familiar with your tornado risk, can assess your financial situation, and can research dozens of companies to provide you with quotes for each of your policies.

Thus, you will probably want to assess your financial situation to know how much you want to spend on Colorado car insurance premiums.

By taking the time to assess your financial situation, you'll feel more confident about making the right choice when you buy a term life policy.

But definitely speak with a local adviser who can assess your financial situation and goals before purchasing one of these policies (see Insurance as an Investment?

Assessing your financial situation will help you to determine how much yacht insurance you need.

A local agent can assess your financial situation and suggest sensible solutions.

He possesses a keen eye to assess the financial situation thereby develops a financial plan to achieve investment related goals and objectives.

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.

The lender has to contact you to assess your financial situation in what's called a foreclosure avoidance assessment.

Not exact matches

It's the financial industry's playbook to assess your current financial situation, build a budget, cut expenses, pay down debt, create «saving for retirement» goals, and prepare for the unexpected.

Acting as the bank can allow owners to sell faster and reap financial benefits, but in the end every seller should step back and assess their individual situation before making the leap into seller financing.

This finding is generally consistent with the way the elderly assess their current financial situation compared to their pre-retirement financial situation.

A lender can help you assess what may make the most sense given your specific financial situation.

All of this information is used together by the lender to assess your total income level, get an accurate picture of your financial situation, and calculate a loan amount.

Take a financial assessment to learn specific next steps and know how to accurately assess your current financial situation and set — and meet — long - term goals.

Afterward, Dadey said his first action would be to assess the party's financial situation.

In many situations it is also required to assess financial knowledge of the customer.

If you've been assessing your budget or are considering how to best maximize your current financial situation, let our inventory of pre-owned vehicles be your source for what you need.

She'll first help you assess your own financial situation so you can create a realistic plan.