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Financial PlannerTerms
> Panic
A series of unexpected cash withdrawals from a bank caused by a sudden decline in depositor confidence or fear that the bank will be closed by the chartering agency.
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> Unions
Unions are organizations of workers to improve their working conditions and protect their common interest.
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> Money supply
The amount of money (coins, paper currency, and checking accounts) that is in circulation in the economy.
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The Financial Planning Process
The financial planner should clearly explain or document the services to be provided to you and define both his and your responsibilities. The planner should explain fully how he will be paid and by whom. You and the planner should agree on how long the professional relationship should last and on how decisions will be made.Gathering client data, including goals.The financial planner should ask for information about your financial situation. You and the planner should mutually define your personal and financial goals, understand your time frame for results and discuss, if relevant, how you feel about risk. The financial planner should gather all the necessary documents before giving you the advice you need. The financial planner should analyze your information to assess your current situation and determine what you must do to meet your goals. Depending on what services you have asked for, this could include analyzing your assets, liabilities and cash flow, current insurance coverage, investments or tax strategies. The financial planner should offer financial planning recommendations that address your goals, based on the information you provide. The planner should go over the recommendations with you to help you understand them so that you can make informed decisions. The planner should also listen to your concerns and revise the recommendations as appropriate.You and the planner should agree on how the recommendations will be carried out. The planner may carry out the recommendations or serve as your "coach," coordinating the whole process with you and other professionals such as attorneys or stockbrokers.You and the planner should agree on who will monitor your progress towards your goals. If the planner is in charge of the process, she should report to you periodically to review your situation and adjust the recommendations, if needed, as your life changes.
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If you live in the following cities and need a Financial Planner you should contact our Houston Financial Planners as soon as possible:
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Latest News
Latest Financial Planners news in Houston and nationwide:
Jul 14, 2006 - FDIC Insurance for Retirement Accounts Increased
The Federal Deposit Insurance Corporation (FDIC) Board of Directors today approved final rules that will raise the deposit... Read more >
Oct 01, 2004 - Permanent Tax Reductions Seen As Most Stimulative
WASHINGTON, D.C. - Permanent tax reductions would offer more economic stimulus than would temporary tax relief measures, a... Read more >
Oct 13, 2004 - New Tax Laws Offer NewWays To Save
Evaluate your income, find out your tax bracket and seek ways to keep it low
HUMBERTO CRUZ Tribune Media Services<... Read more >
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