Sentences with phrase «with sound financial planning»

Not exact matches

It's about having a solid investment plan with sound financial goals and sticking with it no matter whether markets go up or down.

After seeking the guidance of a qualified attorney who is knowledgeable about relevant state laws to dividing assets, you can secure a comfortable retirement nest egg by working with a divorce financial planner to assess your retirement planning options and build a sound foundation for your late - in - life finances.

Second, make sure to thoroughly prepare for the process by putting together a solid business plan with sound financial projections.

In this show John Testa discusses with Rob Astorino all the major changes the County Executive made while developing the 2011 Westchester County Budget and how taxpayer relief was accomplished, while also providing for the neediest of the county; leaving essential services intact and establishing a sound financial plan for the future.

• A lack of evidence that the school will start with a sound financial foundation • No description of how the school will use data to evaluate educators or inform instruction • No discussion of how the school will create and sustain a culture of high expectations • No plans to hire a management organization to run the school

Further, county staff said the petition presented a sound educational program with a realistic financial and operational plan, meeting legal requirements to establish a charter.

To ensure effective preparation and presentation of sound budget estimates for the Department; to foster effective utilization of available resources; to ensure that financial plans are consistentwith approved plans and programs; to establish procedures for the budget phase of the Department's planning and budgeting process; to coordinate program performance planningand reporting throughout the Department, and to ensure preparation of a sound performanceplan for the Department in accordance with the Government Performance and Results Act of1993 (GRPA) and GPRA Modernization Act (GPRAMA) of 2010; to analyze resource and otherimpacts of legislative, regulatory, and budget proposals on departmental programs; to reviewthe budgetary implications of major systems acquisition programs and information technologyinvestments; to periodically conduct formal program reviews; and to assure appropriate stepsare taken on a timely basis to implement newly enacted legislation.

Second, make sure to thoroughly prepare for the process by putting together a solid business plan with sound financial projections.

Use your advisor as a sounding board As you consider your decision, talk to your financial professional, who can help explore the financial and personal impact of entering retirement with or without a mortgage as part of your overall retirement planning strategy.

Opening an account with One United is a birthday gift to myself to ensure I keep my resolution to take necessary steps daily in rebuilding my credit and making a sound financial plan for my family.

When planning it is imperative to start with a sound financial foundation, this means managing debt (paying off credit cards) and accruing a solid emergency fund, three to six months» worth of expenses.

Cambridge's book helps individuals identify the building blocks of a sound financial plan, learn about the emotional relationship people have with money, and look at their finances in a more positive and productive manner.

Two terms you have definitely heard during your meetings with an advisor are «investment plan» and «financial plan» — which sound very similar, but are different things.

Private lenders look for a sound business plan to support your business venture, an excellent contingency plan, realistic financial forecasts along with experienced business owners who have made some kind of financial contribution to the business venture.

Commencement Financial Planning LLC serves clients at every stage in life, but works best with those that understand the need for a sound investment and financial planningFinancial Planning LLC serves clients at every stage in life, but works best with those that understand the need for a sound investment and financial planning Planning LLC serves clients at every stage in life, but works best with those that understand the need for a sound investment and financial planningfinancial planning planning process.

You want a sound financial plan so you can focus on living well with family, friends, and community.

It's important that after the honeymoon, you sit down with each other to create a sound financial plan that includes life insurance.

Over the life of a loan, a high interest rate on a home equity loan, student loan or car loan can cost you thousands of dollars in interest fees, which could have been lessened with a low - interest rate loan.If your credit score is low, it is important for you to improve your score in order to help secure your financial independence through sound financial planning.

The best retirement portfolio will begin with a strong financial plan We recommend that you base your investing for retirement on a sound financial plan of the best retirement investments.

To provide our clients with sound strategies for estate planning, wealth protection and sustained wealth - building to provide a path to financial freedom.

Our team of highly qualified Wealth Advisors will work with you to develop a sound protection strategy that can be integrated into a comprehensive financial plan targeting your personal or business goals.

For example, we routinely help resolve medical billing issues that arise even after a case is over; we assist with health insurance denials of necessary medical care; we ensure public benefits are preserved when appropriate, and we ensure that appropriate trusts and / or sound financial plans are set - up so that settlement funds last.

One of the things that's really cool about today's conversation with Brad is looking at a very parallel industry in the financial advisor financial planning world, and how they think about building businesses, and marketing, and client acquisition, and client service in ways that I think is going to sound totally foreign to lawyers.

In fact, Scott Goble, CPA, Financial Planner with Sound Accounting, recommends basic estate planning for all families with assets of $ 750,000 or more for three main reasons: value, inflation, and exemption.

To provide our clients with sound strategies for estate planning, wealth protection and sustained wealth - building to provide a path to financial freedom.

Most of the time, if someone went through the trouble of coming up with a financial backup plan involving life insurance on another person, their reasoning is pretty sound.

Beginning sooner than later with your saving plan is definitely one of the cornerstones of building a sound financial base for your child.

Career Objective: To obtain an accounting analyst position with «Sound Accounting & Financial Services,» and help companies and individuals chalk out investment plans and improvise on spending habits.

• In depth knowledge of verifying billing accounts and verifying and correcting discrepancies • Strong background in facilitating prompt payments of invoices • Hands on experience in generating financial statements and reports in order to detail the status of accounts receivables • Proficient in soliciting payments from delinquent accounts by employing workable follow - up procedures • Considerable knowledge of evaluating patients» financial statuses and designing appropriate budget plans • Functional knowhow of reconciliation of clients» accounts on a periodic basis • Well versed in handling complex billing structures • Proven ability to interpret billing data and use it to make cost effective decisions • Familiar with popular accounting software such as Deltek • Working knowledge of ICD - 9, CPT and HCPCS • Sound knowledge base of medical terminology and its usage in billing terms • Demonstrated ability to work in a dynamic billing environment prone to detail orientation • Capability of handling billing discrepancies in accordance to the rules and regulations of the organization • Comprehensive understanding of the protocols governing medical billing procedures • Able to build and maintain rapport with patients and insurance company personnel • Substantial knowledge of Medicare and Medicaid policies • Keen knowhow of medical billing and collection practices • Particularly effective in third party operating systems and basic medical coding procedures

To leverage my knowledge of financial analysis, evaluating capabilities, good communication skills, ability to create and implement sound strategies, persuasion and negotiation capability and art of interacting with customers for the long - term benefit of the organization and for helping the customer in planning their financial portfolios.

With extensive product knowledge and an emphasis on sound financial planning, she has built a reputation as a trusted adviser for individuals and business owners alike.

Corey demonstrates, time and again, the relevance of sound financial planning, often in ways that are perfectly consistent with the legal framework.

Your plan sounds good though I would start with the Budget so you can live within your means then Financial Settlement, tax return, outsource the mobile phone plan to someone who has time like your teenage daughter get her to research everything for you and present it to you so all you need to do is switch!