financial planning

Financial planning is a systematic approach whereby a financial planner helps a client to maximize his/her existing and future financial resources by utilizing various financial products and tools to save money and achieve his or her financial and life goals.

Financial planning normally involves many aspects of money matters that range from asset allocation, estate planning to insurance, tax strategies and investment selection.

There are many types of financial planning credentials in the industries including: CFP (certified financial planner), ChFC (chartered financial consultant), ChFC (a Chartered Life Underwriter), PFS (personal financial specialist), CFA (chartered financial analyst), CIC (chartered investment counselor), CIC (certified insurance counselor).

Here are some questions you can ask to help you decide on a financial planner. What are your qualifications? What experience do you have? What services do you offer? What is your approach to financial planning? Will you be the only person working with me? How will I pay for your services? How much do you typically charge? Could anyone besides me benefit from your recommendations? Are you regulated by any organization?

Many financial planners establish blogs which they use to market themselves to potential clients. These blogs often contain some useful advice for interested readers.

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Original Technorati articles tagged “financial-planning”

• in Business
  6 Steps To Starting Your Financial Plan
  It's not how much you make, it's how much you keep. Six helpful steps for starting your own financial plan.
  by Lisasocal / on Nov 12, 2009

Latest blogosphere posts tagged “financial planning”

• Getting Car Loans Online With Bad Credit is Easy

  
  Financial Resource: Beginner Investing to Financial Independence! — Authority: 143
  If bad credit ratings prevent you from applying for your auto loan, it’s important to know there are other options available for you. Due to the ongoing economic crisis, many individuals default upon their payments, and end up with bad credit status. Creditors know about this, and provide special credit facilities ...
  2 hours ago

• Holiday Cheer Volume 2: New Grads Read On

  
  Canadian Personal Finance Blog — Authority: 511
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• Choosing A Broker When On The Stock Market

  
  Free Credit Score Tips — Authority: 154
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• Your Retirement Financial Planning Tips.

  
  Free Credit Score Tips — Authority: 154
  During a recent trip, I acknowledged a value of leaving an inheritance. My trip reminded me of victim, persistent labor, vision and commitment made by others, which to me enormous benefit. A gift of my ancestors has filled my life, and provided supplies to which I am grateful. As I thought about leaving a legacy of ...
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• The Elements And Influences On The Pro Forma Statements

  
  Free Credit Score Tips — Authority: 154
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• Planning Your Finances Wisely

  
  Free Credit Score Tips — Authority: 154
  Majority of us know when we affect a financial disaster, as a rule we can even trace the beginning of the process that led to financial collapse, but the problem seems, the fact that some people continue to repeat the errors or adapting new problematic method to try and solve problems. Wise financial planners will ...
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• Plan The Financial Future Of The Family.

  
  Free Credit Score Tips — Authority: 154
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• How much financial aid should I expect from Georgetown University?

  
  Financial Planning — Authority: 127
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• Credit Card Debt Consolidation – The Sure-Shot Way Out Of Debts

  
  Financial Resource: Beginner Investing to Financial Independence! — Authority: 143
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• Mixing Business with Porn and Charity: John M Carr and Steve Crow

  
  Community Standards Inc. | New Zealand — Authority: 408
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• Parents are Using Small Loans to Fund Childcare, But There is Help

  
  Personal Money Store — Authority: 574
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• Planning And Budgeting For Retirement

  
  World News — Authority: 169
  We all dream of the day when we can leave our job and do what we want to do without commitment. Retiring is a great time in a persons life because it is now time for them to do the things that they have always wanted to do. You should start thinking about budgeting for retirement at an early age because we cannot live ...
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• The DB[k] Pension Plan

  
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• Want To Run Your Own Business?Plan Your Finances.

  
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• Keeping Death Waiting

  
  FOXNews.com — Authority: 930
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• How does the Pre-Budget report affect Freelancers & Contractors?

  
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