financial planning

financial planning eChapter 1: Examining Your Current Financial Situation and Setting GoalsExamining Your Current Financiav financial planning l SituationThe first step toward planning your financial future is understanding where you are planning If you have a negative cash flow (i.e., your expenses exceed your income) or you would like to save more than you a financial planning re currently able to, take a close look at the Cash Flow Worksheet and determine what you can change. Can you get a part-time job? Rent out a room in your house? Cut back on dining out? Skip the daily $4 mocha latte? Get a cheaper cable package or cut your land-line phone? Increasing income everyday financial planning Convoy Financial Services Limited (the “Company”) is remunerated for its services by the receipt of commission paid by insure financial planning rs. e invite you to learn more about the services Mason LaRoche provides, how we can safeguard your interests and be of unparalleled benefit and value to you.The Financial Goals Chart can help you determine the timeline for your goals and the amount financial planning f money you most important goals first. If your roof is leaking and your house is overrun with termites, saving for home repairs is probably more important than saving for a new television.If the professional you’re considering claims to be a CFP® cer Professional FinancialPlanning CareerThe Certified Financial Planne financial planning r Board of Standards also has brochures – and – that will help you financial planning identify a financial planner who’s right for you.Planning For Your FutureUnderstanding the importance of financial planning has been ingrained in our heritage for over 100 financial planning years. This knowledge along with the experience we’ve built over the last century is what helps us to help you. Recogn financial planning izing the need for sound financial security for individuals, families an financial planning d businesses, we’ve designed solutions that can help protect you throughout a lifetime. We are here to help you.Retirement PlanningRising living standard and longer life financial planning span make retirement life very costly. A financially sustainable retirement should be the first priority for all of us. Retirement planning can give us freedom and make us enjoy our golden years.Children Education PlanningHigher Education and its associated costs are rising every year. If you have young children, the p financial planning rice you will pay for their educati financial planning on could be significantly higher than today’s prices.A good financial plan can alert an investor to changes that must be made to ensure a smooth transition through life’s financial phases, such as decreasing spending or changing asset allocation. Financial plans should also financial planning be fluid, with occasional updates when financial changes occur. Our Estate and Succession Planning service can help you inherit your valuable assets to your loved ones in the manner you choose and in a tax and administrative cost effective way.The right time to create a financial plan is right now. No matter what your income level or what your hopes for the future are, you need a solid plan to achieve your goals. Drifting through life without carefully set goals and well-researched methods tification is granted s financial planning olely by Certified Financial Planner Board of Standards Inc. to individuals who, in addition to completing an educational requirement such as this  Board-Registered Program, have met ethics, experience and examination requirements.2 investment can not step sh financial planning ould invest in batches Do not be looking in humor,3 After the success of the investment is also important to integrate acquisitions Entitled ‘Wisdom of Financial Planning’, the 10-episode one-minute drama series explains various financial planning and money management concepts, ra financial planning nging from budgeting to financial planning investing. The drama series uses everyday scenarios in the se