Sentences with phrase «evaluation of your financial situation»

In this meeting they discuss their evaluation of your financial situation, ask you for any further details they may need, ask you about the circumstances that led to your bankruptcy.

Not exact matches

Overall, our evaluation identified a top company for each of the four categories that cover the various needs and financial situations of borrowers.

As with all your investments through Fidelity, you must make your own determination whether an investment in any particular security or securities is consistent with your investment objectives, risk tolerance, financial situation and your evaluation of the security.

As with all your investments through Fidelity, you must make your own determination as to whether an investment in any particular security or securities is consistent with your investment objectives, risk tolerance, financial situation, and evaluation of the security.

Our Certified Debt Consultants will consider all the details of your financial situation and advise you on the best way forward when they give you the free evaluation.

The end goal of a credit counseling evaluation is to define your exact financial situation, understand the saving and spending habits that have led to this situation, and create a realistic detailed plan to follow to get out of debt and back to a solid financial standing.

A thorough evaluation of your entire personal financial situation — not just your student loans.

Credit counseling may involve analysis of a consumer's financial situation, evaluation of debt reduction strategies for paying off or managing debt, and education about money management.

Overall, our evaluation identified a top company for each of the four categories that cover the various needs and financial situations of borrowers.

Instead, credit limits for these cardholders are catered to the specific individual and may vary each billing cycle based on a regular evaluation of their credit profiles and financial situations.

We will provide an honest evaluation of your situation and knowledgeable legal advice to help you move forward to resolve your financial challenges, whether that means filing bankruptcy or getting Social Security benefits.

If you are unsure of the causes of your injury, or know that they were through the fault of others or faulty products, an evaluation of your situation is valuable to your future physical and financial health.

To help the organization to collect financial information of their existing and prospective customers for analyzing and evaluation of the customers financial situation and accordingly helping them to identify various investment objectives so that they can make sound investment decisions.

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