money last. We are a society where the majority of us live
paycheck to paycheck and not many people have plans or
savings for the future.
This is making online financial consultation more and more
popular. There are some steps that one goes through when
planning an online financial consultation.
Most companies will set up an initial evaluation. This is
the driving force behind a long-term financial plan. It is
a critical phase where the client provides comprehensive
financial information to the consultant.
Then consideration is given to both monetary and monetary
goals. The key items looked at are net worth, goal setting,
asset allocation, investment performance, estate and income
tax, risk tolerance insurance needs and overall special
needs.
Now, this may sound a bit overwhelming, but for the
professionals who do online financial consultations, it is
just the basics. That is why it is smartest to go to a
professional.
After the initial evaluation, your online financial
consultant will begin the strategic planning phase. This is
where the comprehensive planning for your future begins.
The planning is based on such strategic areas as
investments, risk management, income tax, stock options,
charitable giving, retirement, wealth preservation, wealth
transfer business succession and estate.
The final part is the ongoing monitoring of your financial
plan. This is the source of creative ideas and solutions
building your wealth.
In this phase, the online financial consultant will measure
investment performance, provide a quarterly reporting and
continued strategic assessment and refinement as requested.
Please leave a comment. We all learn that way and benefit from the comments.
Dan and Deanna "Marketing Unscrambled"
4 comments:
Hi Dan & Deanna,
The online world has opened up many new windows. A person in a small town can get first rate advise online...whereas before they did not have that option.
Also, the travel time and expense are eliminated!
Thanks for the post!
Pete Baca
The Car Enthusiast Online
Hi Dan and Deanna .. with financial consultants - I'd prefer to know who I'm dealing with .. face to face would be so important, especially with your own money & future.
All the best -
Hilary Melton-Butcher
Positive Letters Inspirational Stories
Hello Peter,
You are right about the small towns. This way even people in small towns can get questions answered from the comfort of home.
Thank you for your comments. Have a good weekend.
Dan and Deanna "Marketing Unscrambled"
Hello Hilary,
Yes it is good to have the face to face with people that handle your money. But as Peter said, for those in small town it is a way to get answers, before they did not have these options.
For us it is good to do both face to face and online. The combination is a good thing.
Have a good weekend.
Dan and Deanna "Marketing Unscrambled"
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