What is the format of a business plan for financial advisors?
Mirjana asked: I am going thru the interview process with Smith Barney and one of their requirements is to form a business plan of how I plan on reaching the requirements within in a 2 year period. Has anyone put a business plan together or can give advice on how to put one together [...]
Can anyone recommend a good financial advisor in South Jersey?
Jersey Girl asked: I would like to go to a good certified financial planner in South Jersey, preferably one with a flat fee. I need general advice on retirement planning, budgeting, taxes, etc.
Could I start my own personal financial planning services?
jlr27t asked: I don’t want to be an investment advisor, get commission, etc. But help individuals seeking help with personal finances, developing budgets, getting ride of debt, etc. Possibly charge a per hour rate….is this possible to do??
Financial planners, please tell me what you do?
kelceylehrich asked: If you are an individual whose business cards read “financial advisor” or “financial planner” or you call your self one of the above, or you tell people your job is “financial planning” then this question is directed at you.
Would you please respond with your definition of what financial planning is.
If you would like [...]
Financial Advisor?
Me asked: Hi,
Does it worth to hire a Financial Advisor to plan your future growth? How do we make sure they know what they’re doing?
When it comes to talk to one of them, what are the “must” questions I should ask? Thank you.
Sorry if my question wasn’t clear. I’m not looking for a Financial Advisor [...]
Do I see a financial advisor/planner, or someone else entirely?
my_dodge_rules asked: So I am not sure who I am supposed to use, or even if there is a difference.
I am looking for someone that can put us on a budget, and help us to plan for retirement.
Someone who would look over all of our bills and help us form the best plan of action.
So [...]
What type of financial advisor to seek for in this situation?
Ihearya asked: My senior in-law parents have been VERY foolish with their money all their lives and still are.
They wanted a budget plan, so my hubby helped them, and they won’t stick to it. They continually live in denial and rack up their huge debt.
So as they won’t listen to family, we figured maybe [...]
Where can I find an independent financial advisor? On personal matters not business?
ASH asked: I am looking for an independent financial advisor who can help me with my personal finances not any business ones. I have run up some debts on some credit cards and a loan and need some good independent advice on the best way to help manage this and pay off the debt as [...]