Sentences with phrase «specific financial guidance»

Not exact matches

Franchising can help baby boomers match their interests, their entrepreneurial spirit and their specific financial situation to a business they can build on — with help and guidance from the franchisor, franchise associations and their fellow franchisees.

But for those of you who are looking for more specific guidance so you don't have to worry as much about your financial future, Personal Capital can help.

You'll probably need to make adjustments over time as your goals and income needs change, and that is where your Edward Jones financial advisor can help tailor this guidance to your specific situation.

While Warrnambool Cheese & Butter has not released specific guidance for the 2013 - 14 financial year, analysts expect earnings to improve.

Whether you're looking for comprehensive financial guidance, a plan to achieve a specific goal or just some sound advice, we're here to help.

Although we can provide general guidance, it is always best to check with your college financial aid office to learn the best option for your specific situation.

The borrower should be given an option to agree to taking a course in specific financial literacy that will provide guidance for better financial judgement.

In fact, fee - for - service financial planning and investment guidance doesn't even require a license if an adviser doesn't execute transactions or provide advice on specific securities with respect to an individual's particular situation.

If all this isn't enough for you, if your situation is complex, or if you'd like some specific help and guidance, there are financial experts near you who have expertise in helping people with bad debt — and they'll typically help you for free!

If you're not sure how to structure things, ask your lender for guidance and to give specific examples of assets you should account for, such as checking and savings accounts, retirement and pension accounts, brokerage accounts, college savings funds, and financial gifts from friends / relatives.

Borrowers should consult financial aid officers, specific servicers, financial institutions and the Department of Education for guidance on individual circumstances.

This report explores financial challenges specific to different family structures and provides guidance on how to prepare for a more secure financial future.

Potential remedies include structural reforms (e.g. rule - making, guidance and / or proposing enhanced self - regulation), or firm - specific changes (e.g. varying regulatory permissions, public censure and / or financial penalties).

Client Services Supervisor — Duties & Responsibilities Responsible for electronic payroll system operations for a large and economically diverse client base Recruit, train, and direct customer service, sales, technical, and administrative staff ensuring efficient operations Maintain working knowledge of proprietary software, industry best practices, employment law, and tax law Oversee adherence to departmental budgets, project timelines, and company policies Coordinate efforts between multiple departments resulting in timely and cost - effective project completion Design and implement professional development programs to enhance team skill sets Utilize employee recognition programs to build morale and dedication to company mission Represent company brand with poise, integrity, and positivity Study internal literature to become an expert on products and services Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Interact with support staff and company resources effectively to create the best consumer experience Utilize technical proficiencies and industry knowledge to offer guidance and support to coworkers and clients Craft effective presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain sales and customer service records detailing pricings, sales, activities reports, and other pertinent data Manage company financial records providing detailed, accurate account of transactions and financial health Build and strengthen long term relationships with peers, clients, partners, and industry leaders Provide additional operational support including communications, data entry, and other tasks as needed Consistently promoted due to excellence in management, customer service, technical support, and sales

Before marrying, couples are able to seek out guidance from many sources: licensed therapists that specialize in premarital counseling, specific programs that prepare couples for a successful marriage (e.g., PREP or PREPARE / ENRICH), their clergy, family law attorneys, and financial planners, to name just a few.