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.
Let’s Make a Plan: Preparing for Your First Meeting with a CFP® Professional
Are you meeting with a CFP® professional and don’t know where to start? Leave it to us, let’s make a plan to help ensure you are setting yourself up for financial success.
With a quick internet search, you’ll have no problem finding the basic principles and benefits of investing. Investing gives you the opportunity for financial gain but also the risk of losses. Investing usually has a higher potential for growth over the long term.
Insurance should be accessible to everyone. All lesbian, gay, bisexual, transgender, questioning, and/or queer (LGBTQ+) people should be able to purchase insurance policies without issues, but we know that this is not the experience in our community. The meta description has a nice length.
Research shows that people save about half their inheritance, and they spend, donate or lose (via investing) the rest. Often a person’s first thoughts after receiving an inheritance it to pay off existing debt or to make a large purchase.
How can female entrepreneurs thrive—and survive—in a start-up business beyond the first decade? To help answer this question, I reached out to female entrepreneurs Wendy Rogers, director of Griffin Investments; and Janice Worth, president of Anushka Spa, Salon & Cosmedical Centre.
If you are wondering how to fit financial planning into your budget, congratulations! The fact that you have a budget means you are keeping track of how you are spending your money and potentially making decisions around whether this spending is consistent with your values.
CFP Board provides a list of 10 questions you should ask before hiring a financial planners. This article focuses on how to find the best financial planners for women.
Insurance can feel daunting for many of us — particularly if you’re a lesbian, gay, bisexual, transgender, questioning, and/or queer (LGBTQ+) individual who has concerns about fully being understood by insurance providers. Or you are single and don’t think you need it.
If you are paying off a student loan, chances are that debt management should be a top priority of your financial plan. So consider devising a monthly budget that allows you to pay your debt off as quickly as possible. Expenses fall under two categories: non-discretionary and discretionary.
The internet era and the rise of social media platforms have made sharing information more accessible than ever. This rapid growth has spurred the rise of social media influencers who offer financial tips from their point of view in exchange for followers.
There is a general misconception that you need to be wealthy before working with a financial planner. That is far from the truth. While many Millennials may not consider themselves “wealthy,” that shouldn’t stop them from working with a financial planner.
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Most professionals agree that asset allocation is one of the most important decisions an investor can make.
Learn why most budgets are about as successful as crash diets, and get 5 tips to ensure that you can create a realistic budget to reach your goals.
Disability insurance was created to fill a gap left when short-term disability runs dry, and provides a safety net to deliver a much needed disability paycheck