Sentences with phrase «overall financial planning process»

Therefore, life insurance is often used today as part of the overall financial planning process.

The purchase of life insurance coverage is an important part of one's overall financial planning process.

Not exact matches

We will also need to examine overall financial issues including facilities, branding and identity of campuses, community relations, and others including planning processes and timelines.»

Know your risk tolerance Defined benefit pension funds typically go through a formal process to assess their risk tolerance as part of establishing an overall financial plan, notes Colin Sinclare of McLean Budden.

The overall process of financial planning is often not complete without the purchase of life insurance.

I am seeking opportunities in real estate development and home building that allow the application of my experience in land acquisition, due diligence, plan conception, entitlement processing, financial analysis, land development and overall project and operational management.

Professional Experience Accenture (City, ST) Date — Date Lean Six Sigma (LSS) Consultant • Supported the United States Postal Service Continuous Improvement Office and Retail Service Area • Led a ZIP - Forward project validating the accuracy of POS originating Priority Mail data • Supported the United States Postal Service Finance Remediation and Compliance team • Directed ZIP - Forward project to define the Business Reply Mailer process and identify revenue leakage • Created a strategic roadmap of improvements for a new operational and financial processes • Reduced the risk of revenue loss and establish metrics for process analysis and benchmarking • Supported United States Postal Service Global Claims Accounting Services Group • Managed a ZIP - Forward Event to reduce claim backlog and overall adjudication process time • Improved mediation strategy and mitigation plan to assist in SOX certification • Provided coaching on LSS theories, methodologies, and tools to ZIP - Forward project team • Mentored a USPS employee to achieve Green Belt status