1. what is your approach to financial planning? 2. what financial planning services do you offer?
Homework Answers
(1): I have a very systematic approach to financial planning and the tool of financial planning is an integral and significant part with regards to planning and mapping out my future so that my goals and objectives are met in a tangible and optimal manner. The main elements of my financial planning are retirement strategy, a long term investment plan, a tax optimization plan, and lastly an estate plan.
(2): The financial planning services that I offer are education funding planning, tax planning, retirement planning, investment planning and estate planning.
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1.
what is your approach to financial planning?
2. what financial planning services do you offer?
What factors are encouraging financial institutions to offer overlapping financial services such as banking, investment banking,...
What factors are encouraging financial institutions to offer overlapping financial services such as banking, investment banking, brokerage, etc.? I. Regulatory changes allowing institutions to offer more services II. Technological improvements reducing the cost of providing financial services III. Increasing competition from full service global financial institutions IV. Reduction in the need to manage risk at financial institutions A. I only B. II and III only C. I, II, and III only D. I, II, and IV only E. I, II,...
Financial Planning is an essential element in virtually all aspects of business and personal financial management....
Financial Planning is an essential element in virtually all aspects of business and personal financial management. Financial planning may be short-term and long-term. Financial planning will change to meet the needs of business and as our life changes (college, marriage, divorce, children, retirement, buying a car/home, etc.) Discuss the importance of financial planning, how it may change, how much money will you need to retire, what factors should be considered (how long you plan to work, does your company offer...
What do companies engage in strategic planning? What are the financial and non financial benefits of...
What do companies engage in strategic planning? What are the financial and non financial benefits of strategic planning?
Who Are Financial Planners? There are many types of financial services professionals, who offer specialized financial...
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As it relates to your personal life, explain the importance of financial planning. What steps can...
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1 what are the advantages and disadvantages of each hostile take over approach a tender offer,...
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A Procrustes approach to financial planning is based on: A developing a plan around the goals...
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11/27/19 Be original and use ypur own words Please find the Open Educational Resources websites under...
11/27/19
Be original and use ypur own words
Please find the Open Educational Resources websites under
Course Information. Find the CFP Board website. Under the tab
“About CFP Board”, there is a link for Consumer Resources. There
are 10 questions listed to ask your Financial Advisor. Please list
them and comment on why you think each is important.
Add reference
here are 10 questions listed to ask your Financial Advisor. Please list them and comment on why you think each...
Give short explanation of what are those words WHAT IS/ARE? 1. Personal Financial Planning? 2. Personal...
Give short explanation of what are those words
WHAT IS/ARE? 1. Personal Financial Planning? 2. Personal Financial Plan? 3. Opportunity Cost? 4. Budgeting? 5. Assets? 6. Liabilities? 7. Net Worth? 8. Liquidity? 9. Money Management? 10. Credit Management? 11. Insurance Planning? 12. Risk? 13. Retirement Planning? 14. Estate Planning? 15. Your Cash Flows? 16. Revising your plan?
How well do you think small businesses do long-term financial planning and cash budgeting? If you...
How well do you think small businesses do long-term financial planning and cash budgeting? If you were a consultant to a small business, what would be your advice to them in developing financial plans and cash budgets? Cash flows are obviously what keep the company running smoothly. However, many companies choose to hold large amounts of cash. What are some possible negatives that could arise from a company hoarding large amounts of cash?
Who Are Financial Planners? There are many types of financial services professionals, who offer specialized financial services, including accountants and tax preparers, insurance agents, stockbrokers, real estate and mortgage brokers, attorneys and trust officers, and credit counselors. Although these individuals are often quite capable, they are often salespeople for specific financial products and companies. In contrast, financial planners perform a different function by providing competent, ethical, and impartial advice and services to their clients. Which of the following services do...
11/27/19
Be original and use ypur own words
Please find the Open Educational Resources websites under
Course Information. Find the CFP Board website. Under the tab
“About CFP Board”, there is a link for Consumer Resources. There
are 10 questions listed to ask your Financial Advisor. Please list
them and comment on why you think each is important.
Add reference
here are 10 questions listed to ask your Financial Advisor. Please list them and comment on why you think each...
Give short explanation of what are those words
WHAT IS/ARE? 1. Personal Financial Planning? 2. Personal Financial Plan? 3. Opportunity Cost? 4. Budgeting? 5. Assets? 6. Liabilities? 7. Net Worth? 8. Liquidity? 9. Money Management? 10. Credit Management? 11. Insurance Planning? 12. Risk? 13. Retirement Planning? 14. Estate Planning? 15. Your Cash Flows? 16. Revising your plan?
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