https://padlet.com/hittiebeth/zt1oe1n22vwc en-us 2016-11-25 16:41:48 UTC 2016-11-25 16:55:31 UTC hello@padlet.com https://padlet-assets.s3.amazonaws.com/icons/Condos.png hittiebeth https://padlet.com/hittiebeth/zt1oe1n22vwc/wish/139923724 Help:
Set realistic financial and personal goals
Assess your current financial health by examining you assets, liabilities, income, insurance, taxes, investments and estate plan
Develop a realistic, comprehensive plan to meet your financial goals by identifying financial opportunities and building on financial strengths
Put your plan into action and monitor its progress
Stay on track to meet changing goals, personal circumstances, markets and tax laws
(Page 9).]]> 2016-11-25 16:43:56 UTC https://padlet.com/hittiebeth/zt1oe1n22vwc/wish/139923724 hittiebeth https://padlet.com/hittiebeth/zt1oe1n22vwc/wish/139924100 Credentials specifically the CFP
A Clean Broker Check Record
Membership in professional associations
Adherence to Fiduciary Standard (putting my interest above their own)
Expertise
Compatibility

]]> 2016-11-25 16:48:45 UTC https://padlet.com/hittiebeth/zt1oe1n22vwc/wish/139924100 hittiebeth https://padlet.com/hittiebeth/zt1oe1n22vwc/wish/139924343 I would mostly need an adviser to help me pay off student loan and hopefully help me budget to travel a lot. Also I would need reminded of all the adult stuff like taxes, mortgage and bills I'd be responsible for. My Adviser could help me to put away enough of my paycheck to c=get those things taken care of before I start spending.]]> 2016-11-25 16:52:03 UTC https://padlet.com/hittiebeth/zt1oe1n22vwc/wish/139924343