Fiancial_Planning

Fiancial Planning Financial Planning is the process of establishing financial goals and creating ways to reach them. Certified financial planners examine the assets of their clients and suggest what kind of steps they need to make in order to meet their goals. They take a broad approach to financial advice, which distinguishes them from other professional advisors. For example stock brokers , insurance agents, accountants, attorneys , and real estate agents only look at one aspect of a persons finances while a financial planner has to become familiar with all the persons finances. Financial planners advise their clients on many aspects of finance. Certified financial planners do not work alone. They meet with their clients’ other advisors, such as attorneys, accountants, trust officers and investment bankers. By doing this a financial planner is helped to fully understand their clients’ overall financial picture. After meeting with the client and their other advisors they analyze all the data and make a report that outlines the clients future and goals. This report details the clients current income, financial objectives , investments, expenses, tax returns, insurance coverage, retirement programs, estae plans, and other important information. Even after all this is done the plan must be monitered financial, planner, planners, clients, certified, business, planning, must, job, help, degree, because, skills, plan, people, need, insurance, good, goals, even, courses, communication, advisors, work, while, ways, take, sell, retirement, report, prepare, persons, meet, make, important, finance, estae, done, clients’, client, changes, attorneys, agents, after, administration, accountants, written, wiil, whwere, way