Financial Planning
Financial planning is a collaborative process that helps maximize a client’s potential for meeting life goals through financial advice that integrates relevant elements of a client’s personal and financial circumstances. Creating a holistic plan can help you reach your personal financial goals—whether it’s buying a house, paying for college, saving for retirement, or leaving a legacy for your family or a charity. Make the most of saving opportunities, tax strategies, investment management and insurance protection.
What the Latino Community Should Know Before Working With a Financial Planner
The Latinx community often focuses on taking care of the family as a unit. I recommend that you introduce your financial planner to your family early in the process. By bringing your family into the equation, you will accelerate the relationship you are building with your financial planner.
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Working with a CERTIFIED FINANCIAL PLANNER™ professional can allow you to focus on your small business needs, while your trusted professional works for you to help reach your financial goals.
You have goals! Setting and monitoring strong financial goals is more important than ever. But where do you start, and how do you make them effective? Search the internet for goals of any kind and you
“I don’t have enough money to get a financial planner,” goes the common lament. However, the notion that financial planning is only for the rich is misguided. In fact, the earlier you work with a financial planner, the better.
It is tempting to take a salary increase and spend it as you please. While it is important to enjoy the success of your hard work, consider how you can benefit from your increased income. With the assistance of a CFP professional, a salary increase can become an opportunity to make a long-term impact.
If you are reading this, that means that you have already done the hard part in vetting, selecting and meeting a financial planner! This article is going to address the question of how often should you expect to meet with your financial planner.
Financial planning is extremely important when considering a career change. Changing careers can involve much more than taking on new responsibilities with a new company. It can also entail adjusting your financial planning strategy as it pertains to your savings and retirement planning.
Start the new year right by taking control of your financial situation. Working with a certified financial planner professional can help you achieve your financial goals. A certified financial planner can help you create a holistic plan to achieve your goals and check in regularly to ensure you stay on track
As the end of December nears, 2021 is coming to a close. Hopefully this means that you have been following your holiday budget and have already started to save for next year’s holiday season. As you prepare for the new year, now is a good time to create a financial plan to help meet your financial goals.
Three important financial considerations for new parents are considering life insurance, saving for college/future education costs, and establishing a custodial account.
Financial planning is extremely important, especially for military families. Financial planning ahead of deployment will help soldiers be able to ensure that their families are taken care of in their absence. Below are ideas for those that will experience extended time away from home in support of national security.
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