Financial planner

Career Project Section 1: Job Description/Duties The role of a financial planner is to help groups or individuals with the use of their investments, income, taxes, or savings. This includes helping people with their immediate or long term financial goals such as a small investment or retirement. This job comes with immense responsibility because a financial planner is entrusted with another person’s money, and just one wrong investment could lead to the loss of

the profession of a financial planner. The services that financial planners offer usually vary widely. Some financial planners look at every aspect of a client’s life and show the client how he or she can spend and save money more wisely. Other financial planners show clients where and how to invest money (“Financial planners,” 2008). Four of the major specialty areas of financial planners include major life changes, personal finances, investments, and business finances (“Financial planning association

element to be a successful financial planner in Hong Kong and China. Explain the challenges of practicing ethical financial planning in Hong Kong and China.” Successful financial planning Successful financial planning Establishing trusting relationships with clients Establishing trusting relationships with clients Strong reputation Strong reputation Professional and ethical behavior Professional and ethical behavior Strong financial planning knowledge Strong financial planning knowledge

What is a Financial Planner? A Financial Planner is one who helps manage money and is involved with the overall success in achieving financial needs, goals, and will guide one to a better and more secure retirement. The process of Financial Planning is: 1. Determine financial situation 2. Develop financial goals 3. Identify alternative courses of action 4. Evaluate your alternatives 5. Create and implement your financial plan 6. Review and revise your

Certified Financial planner Being a certified financial planner is not for everyone, this title is considered a professional title in the financial planning field (Certified Financial Planner Salary). Certified Financial Planners have many tasks. They document and revise financial plans for clients and identify client’s financial goals, concerns, and opportunities. Financial planners must be very reliable, so clients will have the confidence to invest their money in that person (Otts, Chip). The

2763=1253.62 $2,473.10 2. Gathering information in different types of planning in a comprehensive financial plan you will need the following:

Many people mistakenly believe that hiring a financial planner is something that only the very wealthy can — or should — do for themselves. In reality, nothing could be further from the truth. Evergreen Advisors of Covington, KY are available to help people of all income brackets make the most of their personal wealth and put together a plan that has their long-term financial security in mind.  Here’s why hiring a professional financial planner is a good idea for anyone to consider, regardless of

Many people would want to know how much money they need to retire. While this is a common question financial planners such as Scott Storick deal with more frequently, there is usually no definitive answer. It is not easy to determine how much you need when you retire, and it depends on many factors and individual financial circumstances. Everyone has a different financial need for their retirement, and what you may need will mostly likely be different from what other people need. Nonetheless, while

70% of the winners will file for bankruptcy, according to the National Endowment for Financial Education. When people strike it rich they believe that they have all the money in the world and begin to spend or give away money without a second thought They feel the need to have the newest and best of everything to match their newfound social class. Kevin Myeroff, a certified financial planner and CEO of NCA Financial in Mayfield Heights, says that winners spend too much on depreciating assets such as

Personal Finance Planning Introduction Personal Finance is the financial management which an person or a family unit performs to spending plan, spare, and invest fiscal assets over time, considering different monetary risks and future life events (Salohalla, 2011). Like many people, you have seeks and dreams and life objectives after yourself and your crew. These might incorporate purchasing a home or business, putting something aside for school instruction for your youngsters, taking a fantasy