Sentences with phrase «at overall financial planning»

Not exact matches

«Our overall mood influences our willingness to take risks,» said Victor Ricciardi, finance professor at Goucher College and co-editor of the book «Investor Behavior: The Psychology of Financial Planning and Investing.»

Highlights from the statement include: • Results for the group are in line with plans and its financial position is unchanged from that at 30 June 2014 • Overall global beverage can volumes were up 4 % for the period • Volumes -LSB-...]

At the same time, it is best to understand how an ARM loan works and to ensure it meets your overall financial plans.

«When we look at the top 10 percentile of overall performers in our Modern Wealth Index, there's a consistent theme that they're diligent planners — three in four say they have a written financial plan,» said Terri Kallsen, executive vice president and head of Schwab Investor Services, in a press release announcing the results of the index for this year.

At EP Wealth Advisors, we work with you and your Estate Attorney to craft an overall plan to establish financial security for your heirs, estate tax planning, and direct donations to your most meaningful philanthropic causes.

FMF: You talk about it a little in your section on retirement, but can you share more of your thoughts on giving and, in particular, how the average person should look at giving as part of his overall financial planning?

So, what I mean by that is looking at their financial goals, their financial plan, think about their own future, their own children's future and how their debt is affecting their overall daily lives, as well as long term financial opportunities.

looking at their financial goals, their financial plan, thinking about their own future, their own children's futures and how their debt is affecting their overall daily lives as well as long tern financial opportunities.

Professional Duties & Responsibilities Directed all daily operations, customer service, personnel, and finances for multiple hotels and resorts Designed and implemented marketing and sales campaigns resulting in increased business Planned and executed successful community events which enhanced brand awareness Responsible for multimillion dollar inventory, facility, and professional food preparation equipment Recruited, trained, and oversaw customer service personnel, kitchen staff, and cleaning crews Set company budgets, maintained profit / loss statements, and ensured overall financial health Cut operational costs through effective inventory management and employee scheduling Negotiated contracts and agreements with suppliers securing quality products at low prices Performed site inspection tours as well as potential client tours Built and maintained highly profitable corporate accounts Ensured compliance with all applicable health and safety regulations Created employee development programs building staff skill sets and value Utilized employee recognition tactics to build morale and company loyalty Crafted an atmosphere of respect, professionalism, and dedication to excellence Developed a loyal client base through excellent customer service and a quality guest experience Built and strengthened relationships with clients, staff, and community leaders Performed administrative duties such as data entry, filing, faxing, and phones as needed

Professional Duties & Responsibilities Directed all daily operations, customer service, personnel, and finances for varied restaurants Designed and implemented marketing and sales campaigns resulting in increased business Planned and executed successful community events which enhanced brand awareness Responsible for multimillion dollar inventory, facility, and professional food preparation equipment Recruited, trained, and oversaw assistant managers, hosts, waiters, and kitchen staff Set company budgets, maintained profit / loss statements, and ensured overall financial health Cut operational costs through effective inventory management and employee scheduling Negotiated contracts and agreements with suppliers securing quality products at low prices Ensured compliance with all applicable health and safety regulations Created employee development programs building staff skill sets and value Utilized employee recognition tactics to build morale and company loyalty Crafted an atmosphere of respect, professionalism, and dedication to excellence Developed a loyal client base through excellent customer service and a quality product Ensured staff compliance with corporate food and beverage standards of excellence Built and strengthened relationships with clients, staff, and community leaders Performed administrative duties such as data entry, filing, faxing, and phones as needed

«This partnership is very important to ensure that homebuyers choose the right type of property at a price and payment strategy that fits with their overall financial plan.»