Sentences with phrase «documented personal financial plan»

With a documented personal financial plan, you can make financial decisions with greater information, understanding, and collaboration.

Not exact matches

Personal property is something that people often fail to consider when drawing up wills and other estate planning documents, attorney John J. Scroggin told an audience of financial planners last week at the FPA Be conference in Nashville.

Principal documents that should be submitted by the entrepreneur who hopes to start a new business include: resume (and resumes of any other key people involved in the proposed enterprise); current financial statement of all personal assets and liabilities; summary of collateral; proposed operating plan; and statement detailing revenue projections.

Regularly update estate planning documents and beneficiaries as your financial and personal situation changes.

Pure Financial Advisors provides links for secure access to view your comprehensive personal financial plan, your private document vault and your investment performance reports through this Financial Advisors provides links for secure access to view your comprehensive personal financial plan, your private document vault and your investment performance reports through this financial plan, your private document vault and your investment performance reports through this web page.

Can also teach you about the personal planning documents you need to plan for future decision making about financial, legal, and health and personal care matters.

Accounting Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge of various accounting principles, regulations, tax codes and related applications, continuously applying shifts in the accounting landscape to current responsibilities and client situations Manage important and sensitive financial documents, receipts and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Execute various functions and tasks including risk management, discrepancy analyses and resolution, compliance and controls, transaction accounting and other critical functions Perform analysis, research and evaluation of current accounting policies and procedures, providing thorough presentation on the potential positive and negative impacts of any modifications to present strategies Facilitate the efficiency and implementation of all accounting operations from concept to execution, partnering with clients to understand, assess and resolve current financial - and accounting - related issues Utilize technological resources, including software and accounting applications, to execute all aspects of both corporate and personal accounting as well as prepare, audit and file important and sensitive tax documents with appropriate authorities Employ in - depth knowledge of the Internal Revenue Code, IRS, SOX, audit executions, strategy development, financial statement development and maintenance, tax filings and other critical functions Work closely with clients to develop specific plans - of - action to address future taxation and accounting issues, collaborating with other professional advisors as needed Understand and apply accounting and financial reporting standards (GAAP), rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and professional service Ensure adherence to professional codes of conduct, applicable rules and regulations, laws and other relevant benchmarks

Agreements Alimony Annulments Arbitration Attorney - Client Bankruptcy Child Custody Child Relocation Child Support Child Support Collection Child Support Enforcement Collaborative Divorce / Law Court Proceedings Debt Division Dissipation Documents & Procedure Divorce Grounds Divorce Laws Divorce Procedure Domestic Violence Estate Planning Family Counseling Father's Rights Financial Planning Grandparents Rights Income Marriage Insurance Issues International Divorce Legal Fees Marital Home Mediation Military Divorce Mother's Rights Negotiations Parenting Paternity Personal Property Pets Property Division Property Valuations Pro Se Divorce Retirement Accounts Recovery Saving Marriage Separation Spousal Support Tax Consequences Temporary Orders Visitation

California Courts, Family Law Overview: http://www.courts.ca.gov/selfhelp-divorce.htm The State Bar of California, What Should I Know About Divorce and Custody: http://calbar.ca.gov/public/pamphlets/divorcecustody.aspx Divorce Sites: Divorce Support: http://www.divorcesupport.com Divorce Net: http://www.divorcenet.com Divorce Source: http://www.divorcesource.com Divorce Magazine: http://www.divorcemag.com Divorce 360: http://www.divorce360.com Financial Planning Association: http://www.fpaforfinancialplanning.org Internal Revenue Service, Publication 504, Divorced or Separated Individuals: http://www.irs.gov/pub/irs-pdf/p504.pdf MSN Money: http://moneycentral.msn.com/home.asp SmartMoney, articles on divorce under Personal Finance tab: http://www.smartmoney.com California Association of Legal Document Assistants: http://www.calda.org