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Financial Planning Practitioners

Financial Planning Practitioners

Navigating competently through the life transitions of employment, marriage, home ownership, parenting, eldercare, divorce, retirement, and ultimately death require the knowledge acquired through the financial planning process.  The financial planning process has several parts.  Each part is designed to lead clients toward the development of realistic financial goals, and to provide them with the tools to measure their progress toward reaching those goals.  The process involves assembling financial information, setting goals, assessing their current financial situation, and building a realistic plan to meet their goals.  The planning process is not a one-time event; it is a life-long process of acquiring knowledge, making decisions, revising goals and monitoring progress.

Financial planning provides direction and meaning to your clients' financial decisions. It provides a disciplined approach to saving and spending. It allows them to understand how each financial decision they make affects other areas of their finances. For example, deciding how much money they want to provide for their children’s college education will impact how much money they will have for retirement.

"We can't control the wind…but we can adjust the sails."

Announcements

Boost Clients and Revenues - Trip to Kansas City Posted by Marc Kiner

Last Activiy: 04/20/14

Replies: 0

Social Security Options Software Webinars Posted by Marc Kiner

Last Activiy: 02/16/14

Replies: 0

Discussion Topics

Social Security - Options for High Wages Posted by Marc Kiner

Last Activity: 02/02/13

Replies: 0

Public Employees Not Covered By Social Secuirty Posted by Marc Kiner

Last Activity: 11/24/12

Replies: 0

What is the future of the euro? Posted by Rob Nance

Last Activity: 03/27/12

Replies: 0

Helping Clients with Financing Posted by Rob Nance

Last Activity: 02/22/12

Replies: 0

Generating summer work during tax season Posted by Don James

Last Activity: 02/14/12

Replies: 0

The CPA's Guide to Financial and Estate Planning Posted by Don James

Last Activity: 01/06/12

Replies: 0

AICPA PFP Division 2011 Year in Review Posted by Don James

Last Activity: 01/06/12

Replies: 0

Genworth Financial Posted by Marc Kiner

Last Activity: 01/05/12

Replies: 4

Costly Tax Errors to Avoid When Funding College Education Posted by Don James

Last Activity: 12/01/11

Replies: 0

Clients need to stop spending time & money on the things that ... Posted by Don James

Last Activity: 11/13/11

Replies: 0