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> Reasonableness
Although a certain rule might have been stated, one still needs to ask the question, for instance, "Was it reasonable to fire an employee for selling CDs in the breakroom"?
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> Capital market
The market in which corporate equity and longer-term debt securities (those maturing in more than one year) are issued and traded.
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> Equal Opportunity Employment
Equal Opportunity laws prohibit employment discrimination due to race, religion, disability, immigration etc.
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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 Columbus Financial Planners
If you live in the following cities and need a Financial Planner you should contact our Columbus Financial Planners as soon as possible:
Alliance
Ashtabula
Barberton
Beachwood
Bowling Green
Brunswick
Canton
Chillicothe
Cincinnati
Cleveland
Columbus
Dayton
Delaware
Dublin
Eastlake
Elyria
Fairborn
Fairfield
Findlay
Grove City
Hamilton
Hilliard
Kent
Lakewood
Lancaster
Loveland
Marion
Mason
Massillon
Medina
Mentor
Middletown
Newark
Painesville
Reynoldsburg
Sandusky
Stow
Toledo
West Chester
Westerville
Wooster
Xenia
Youngstown
Zanesville
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Latest News
Latest Financial Planners news in Columbus and nationwide:
Jan 18, 2006 - Financial Planning Standard Board, FPA’s Response to International Financial Planning Standard DENVER…January 13, 2006…The International Organization for Standardization (ISO) published its first stan... Read more >
Oct 13, 2004 - Economic Benefits Of Estate Tax Repeal Should Be Made Permanent
WASHINGTON, D.C. - The positive effects of repealing the estate tax should be made permanent, Vice Chairman Jim Saxton sai... Read more >
May 04, 2005 - Planning Your Estate
A primary purpose of estate planning is to distribute your assets according to your wishes after your death. Successful es... Read more >
Legal Disclaimers The information provided on Columbus Financial Planners.com is not intended to be financial advice, but merely conveys
general information related to financial issues commonly encountered.
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