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Financial PlannerTerms
> Demand
The total quantity of goods and services consumers are willing and able to buy at all possible prices during some time period.
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> Child Labor Law
This law states what types of jobs children may work and what type of work they can not do.
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> Norris-LaGuardia Act
Adopted in 1932, this act was one of the first attempts to limit the power of federal courts in labor disputes.
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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.
Contact our Massachusetts Financial Planners
If you live in the following cities and need a Financial Planner you should contact our Massachusetts Financial Planners as soon as possible:
Amherst
Attleboro
Beverly
Boston
Brighton
Brockton
Chelsea
Everett
Fitchburg
Framingham
Holyoke
Lawrence
Leominster
Lynn
Malden
Marlborough
Medford
Methuen
New Bedford
Peabody
Pittsfield
Plymouth
Quincy
Revere
Salem
Taunton
Westfield
Woburn
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Latest News
Latest Financial Planners news in Massachusetts and nationwide:
Jan 15, 2007 - Key Points To Remember About Mutual Funds
Mutual funds are not guaranteed or insured by the FDIC or any other government agency, even if you buy through a bank and ... Read more >
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 13, 2004 - Making A Will
The simplest way to ensure that your funds, property and personal effects will be distributed after your death according t... Read more >
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