Sentences with phrase «review of your financial goals»

A careful review of your financial goals and situation can help determine the best options for your needs.

Not exact matches

In addition, we'll conduct an annual strategic review of your goals and your financial situation and ask you to either confirm or update the information we have on file for you.

Former Minister of Industry, Business and Financial Affairs Troels Lund Poulsen stated in 2016 that the goal of the code review is to encourage more active stewardship by Danish pension funds and institutional investors.

Your financial advisor can help you review your performance in the context of your long - term goals and Edward Jones» expectations for future performance.

We believe regular reviews are one of the most important ways we can help you stay on track to meet your financial goals.

Because we can work with clients on a fee - only basis, we can complete a financial review of your current investments and financial situation to determine if you are on the right path to meet your goals.

«Many initiatives Metcash is proposing threaten the independent character of our business and risk to undermine our long term goals,» the retailers said in the letter, a copy of which was leaked to The Australian Financial Review.

We are really excited if we can get to the end of next year and achieve that goal,» Mr Haegel told The Australian Financial Review.

Until someone with proper expertise in myriad areas of sports science, football coaching, business, finance, law, PR, media, marketing, human resources etc etc has unfettered access to all board meeting minutes, records of all discussions with players, full player medical records, details of all contacts with agents, other clubs, other players, seen copies of player contracts and negotiations, understands the financial imperatives, interprets the business accounting, has reviewed the business plan, has knowledge of the employer / employee contractual relationship between Wenger and the club, has intimate insight in to the goals and objectives of the business and the club — then everyone is filling in the gaps with their own version of events and will necessarily always be a long, long way from anything close to any «truth».

The financial planner provides regular reviews of the individual's finances and regularly evaluates their financial goals and strategies.

«But achieving an attendance rate of the statewide average should not be the goal, rather the minimum standard,» the Independent Financial Review Panel report said.

Being meticulous about reviewing performance can help your adviser get a sense of the importance of your financial goals, but also ensure they're following your wishes.

Refine your retirement income plan Although you might have started a retirement income plan with a financial professional already, the process of reviewing and prioritizing goals provides an opportunity to revisit future income needs.

We also offer in - depth reviews on a wide variety of different rewards credit cards, which can help you in determining which may work the best for you and your financial goals.

Even if you like the premise of target date funds, you should still review the fund your contributions are being allocated to to make sure it is appropriate for your financial goals.

Once setup, you will be able to monitor the progress of your financial plan and wealth over time, make adjustments to planning goals, monitor your cash flow, develop spending budgets, review insurance coverages, estate plans and more in a single location.

A GreenPath counselor will guide you through a review of your budget and financial goals in a free phone counseling session.

If you have your budget goals detailed in writing you can review and remind yourself weekly and monthly of your financial goals.

Recommendation may also be made with respect to appropriate cash reserves for emergencies and other financial goals, and a review of accounts (such as money market funds), plus strategies to save desired amounts.

A year end financial review is a great way to take stock of your money goals each year, see what worked, what didn't, and make adjustments for the new year.

In addition, we'll conduct an annual strategic review of your goals and your financial situation and ask you to either confirm or update the information we have on file for you.

Just as it is a good idea to periodically review your portfolio balance and asset allocations, it's always a good idea to periodically evaluate what type of advice and service your broker is giving you and if he or she is helping you achieve your financial goals.

With historically low interest rates and many available refinancing programs, Georgetown Mortgage will review your current mortgage to see if you're in the right type of loan to accomplish your long - term financial goals.

AXA believes that education is a key step toward addressing financial goals, and we've designed this tool as an informational and educational resource, intended to facilitate the review of your current financial situation, based on information and assumptions provided by you.

Filed Under: Daily Investing Tip Tagged With: financial goals, financial success, Investing Editorial Disclaimer: Opinions expressed here are author's alone, not those of any bank, credit card issuer, airlines or hotel chain, or other advertiser and have not been reviewed, approved or otherwise endorsed by any of these entities.

Filed Under: Saving Tagged With: financial goals, goal setting, Saving Money Editorial Disclaimer: Opinions expressed here are author's alone, not those of any bank, credit card issuer, airlines or hotel chain, or other advertiser and have not been reviewed, approved or otherwise endorsed by any of these entities.

Filed Under: Saving Tagged With: financial goals, long term goals, savings goals Editorial Disclaimer: Opinions expressed here are author's alone, not those of any bank, credit card issuer, airlines or hotel chain, or other advertiser and have not been reviewed, approved or otherwise endorsed by any of these entities.

They will review any debts you owe, as well as your monthly expenses, and then discuss different options you might have depending on your financial goals - whether it's getting rid of your debt, improving your credit, buying a home within a few years, or all of the above.

Portfolio Review Plug in information about your investments and financial goals (saving for retirement, generating retirement income, whatever) and you'll get a suggested portfolio of stocks and bonds, along with stats showing how that mix has performed.

With a comprehensive financial review, not only will you enjoy the confidence of knowing you're headed in the right direction, you'll also benefit from: Consolidating your financial picture, Making the most of your goals, Keeping your future on track, and Avoiding investment pitfalls.

Through a comprehensive financial review, you can learn more about the various types of annuities and work with a financial professional to determine which, if any, may be suitable for your long - term financial goals.

review of your financial situation, including current income, living expenses, all debt and your long - term goals.

Filed Under: Saving Tagged With: earning more vs. saving more, earning power, financial goals, Frugality Editorial Disclaimer: Opinions expressed here are author's alone, not those of any bank, credit card issuer, airlines or hotel chain, or other advertiser and have not been reviewed, approved or otherwise endorsed by any of these entities.

If you're not currently a Bank of Internet USA customer, we invite you to compare our available checking account options or review our High - Yield Savings, Money Market Savings, or Certificate of Deposit options to determine which type of account will best allow you to meet your financial goals.

Conducting an annual review of your retirement goals and strategy is an ideal way to check that your plans for your financial future remain realistic and on track.

We recommend that you review these gifts with your financial adviser to determine the type of gift that best fits your personal situation and philanthropic goals.

«As always, whether the goal is to lower one's monthly payment or to take equity out of the house for other purchases, borrowers should carefully review their own financial situation, consider the length of time they plan to remain in the home, and make sure to fully account for all closing costs when considering refinancing their home mortgage,» Mike Fratantoni, the MBA's Chief Economist, says.

That's simple, we're writing our review of the Decluttr app today because our primary goal here at TermLife2Go is to help improve the financial security of all of our clients.

We'll review it with you and help you determine the present and future cost of options best for your age, health and financial needs and goals, as well as how long it would take you to get ahead of any current / future penalties.

That's simple, we're writing our review of the Gazelle.com today because our primary goal here at TermLife2Go is to help improve the financial security of all of our clients.

Responsible for underwriting, reviewing financial documents and communicating with clients who have employment and credit challenges on how to develop a plan of action that will allow them to obtain their goals.

Responsible for conducting in - depth reviews of clients» financial circumstances and future goals

Accountant — Samson and Holmes Finance Corporation, Saratoga Springs, NY — 2/2008 — 8/2013 • Performed duties such as account processing, budgeting, and payroll on a daily basis • Discovered billing mistakes that caused the company $ 500,000 in double charges, and took appropriate action to successfully recover the full amount • Handled fixed assets, loan accounting, budget reviews and forecasts, and financial reports • Provided quarterly budget goals for both the overall company and individual departments within the company • Maintained the general ledger, compiled internal auditing reports, and recommended financial strategies to increase profits and reduce spending • Monitored industry trends, the economy, and other financial factors to determine risks and areas of profit opportunity

Bank Teller — United AC Bank, Atlantic City, NJ — 2/2007 — 3/2012 • Received Employee of the Year for excellent customer service, noted by consistent name references in customer reviews • Educated customers on financial services, computer account access, and mobile apps for their convenience • Recommended relevant bank products and services when appropriate, setting a record in service referrals and exceeding the company's promotion profit goals by 10 percent • Processed automated teller transactions, night deposits, and loan and retirement plan payments on a day - to - day basis • Provided the head manager with daily cash supply orders to maintain sufficient funds for successful operations every day • Counted and sorted currency by hand and with counting equipment in order to ship to other branch locations

Skill Highlights Academic advising Student recruitment and retention Marketing strategy Financial aid Transition planning Relationship building Professional Experience Academic Advisor 8/1/2013 — Present Rocky Mountain Community College — Colorado Springs, CO Meet with 400 students to assess academic needs and career goals, and advise students on courses, programs of study, transferability, career options and college resources; prepare individualized learning plans and perform unofficial degree reviews.

PROFESSIONAL EXPERIENCE PNC BANK, Evanston, IL (6/2012 to Present) Branch Manager • Determine the branch's market share and optimize growth in sales and profits • Develop client relationships by ensuring that relationship managers are performing their work properly • Work closely with bank management and sales teams to determine sales targets • Ascertain that bank staff is aware of sales targets and perform reviews towards these goals • Manage branch operations and motivate staff members to strive and exceed sales goals • Develop forecasts and financial objectives and ensure that staff members are in sync with them • Locate areas for improvement and propose corrective measures • Meet with corporate clients to determine their needs and ensure that they are fulfilled immediately • Address both client and staff issues promptly and ensure that they are resolved • Handle networking and marketing duties to make sure that the bank's revenue and sales goals are met constantly

Devised and implemented new hire financial aid training and provided quality control in review of student files that ensured all goals were met.

NUFIC (City, ST) 2000 — 2004 Operations Supervisor • Consistently promoted for excellence in financial management and team leadership • Selected to serve as Operations Supervisor for the Surety profit unit • Manage all operational activities ensuring efficient National Union business operations • Review business practices and procedures to effectively analyze underwriting needs • Implement operational strategies to ensure that Account Managers meet team goals • Create monthly, quarterly and yearly reports and assist Divisional President with budgets and forecasts • Generate premium coding and accounts receivable reports • Oversee the underwriting staff to ensure timely collection of premiums from brokers • Monitor and analyze bond system activity to remedy unfavorable bond issuance delays • Manage and train underwriting technicians ensuring compliance with all corporate protocols

Professional Duties & Responsibilities Managed all daily operations of military dining facility serving over 180,000 meals annually Responsible for equipment and facility valued at more than $ 2 million Oversaw food inventory and orders of approximately $ 720,000 annually Designed and implemented daily menu, 1,500 line items, and 48 ethnic dishes Trained, directed, and reviewed kitchen and service staff Maintained 98 % customer satisfaction rate for both food service and meal quality Collected customer feedback and designed strategies to improve client experience Ensured 100 % compliance with all applicable FDA food safety regulations Performed approximately 200 facility inspections and staff evaluations Programmed and repaired cash registers to guarantee accurate financial operations Authored and presented meal, service, personnel, and financial reports for senior leadership Devoted free time to honing skills and assuming additional duties Assisted base with security operations, logistics, inventory, and other tasks as needed Completed all assignments in a professional and positive manner Created an atmosphere of respect and devotion to team goals Received exemplary reviews resulting in consistent promotions ahead of schedule

Professional Duties & Responsibilities Directed sales and customer service operations for a variety of companies and products Oversaw, trained, and reviewed customer service and sales staff ensuring effective operations Set and managed $ 2.5 million company budget and $ 1 million dollar inventory Consistently exceeded sales goals through cold calling, networking, and other tactics Created and presented product and services demonstrations resulting in 75 % increase in new business Authored company financial and sales reports to determine trending and growth opportunities Designed and implemented comprehensive marketing campaigns including all collateral materials Negotiated contracts and agreements with vendors, distributors, and partners Delivered exceptional customer service resulting in client satisfaction and repeat business Built and strengthened relationships with key clients, partners, industry figures, and community leaders Consistently promoted and awarded for excellence in sales, customer service, and leadership