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Financial PlannerTerms
> 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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> 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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> Workers compensation
This law assures to pay damages to any employee who has suffered injuries due to an accident at the worksite.
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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 Rhode Island Financial Planners
If you live in the following cities and need a Financial Planner you should contact our Rhode Island Financial Planners as soon as possible:
Barrington
Bristol
Central Falls
Coventry
Cranston
Cumberland
East Greenwich
East Providence
Johnston
Lincoln
Middletown
Narragansett
Newport
North Kingstown
North Providence
Pawtucket
Portsmouth
Providence
Riverside
Tiverton
Wakefield
Warwick
West Warwick
Westerly
Woonsocket
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Latest News
Latest Financial Planners news in Rhode Island and nationwide:
Jul 31, 2006 - NASD Investor Alert Warns Workers About Cashing Out Of 401(k) Plan
Washington, DC — NASD issued an Investor Alert warning investors that cashing out of even a modest amount of the... Read more >
Sep 12, 2005 - 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 r... Read more >
Oct 01, 2004 - Governor Appoints Split Estates Task Force
CHEYENNE, Wyo. - Gov. Dave Freudenthal today announced his five appointments to the newly created Split Estate Task Force.... Read more >
Legal Disclaimers The information provided on Rhode Island 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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