The role of the Financial Professional in the Collaborative Process is to be neutral, while guiding the clients to
make informed financial decisions based on the transparent disclosure of the participants» existing financial condition and resources.
is to be neutral, while guiding the clients to
make informed financial decisions based on the transparent disclosure of the participants» existing financial condition and resources.
Not exact matches
«It's hard to expect someone at that age to
make an
informed decision,» said certified
financial planner Catherine Hawley, a California -
based certified
financial planner and blogger.
When
making a
decision on the offers provided to you by lenders, Credible strongly recommends that you carefully review the terms of each offer (which are provided by the lenders) and seek advice to ensure that you are
making an
informed decision based on your own
financial circumstances.
Review All Terms When
making a
decision on the offers provided to you by lenders, Credible strongly recommends that you carefully review the terms of each offer (which are provided by the lenders) and seek advice to ensure that you are
making an
informed decision based on your own
financial circumstances.
When
making a
decision on the offers provided to you by lenders, Credible strongly recommends that you carefully review the terms of each offer (which are provided by the lenders) and seek advice to ensure that you can
make an
informed decision based on your own
financial circumstances.
Buena Vista
Financial Resources» commitment is to work closely with you and your advisors to provide the knowledge and tools that will allow you to
make informed, appropriate
decisions based on your unique personal situation, needs and goals.
If Donna had taken the time to address all of these elements in advance, Rup and Ben could have
made informed decisions on how they wanted to proceed,
based on their particular
financial circumstances and their tolerance for risk.