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A good financial planner that is usable on-line is excel from Microsoft , this allows you do use a marker and draw directly on the screen , this is the only software that has this built-in feature

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12y ago

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Who can provide you with good debt advice?

A person that can provide you with good debt advice would be your financial planner. A financial planner can be found at a bank. Preferable a bank that you trust.


Where can you find a certified financial planner in Philadelphia?

To be honest, the best way to find a financial planner's office would be via online could also go old fashioned and use the yellow pages or DEX. A good source for financial advice is through Dave Ramsey on the radio. Great financial thinker of his time.


What banks have good financial planners?

You can find a good financial planner at www.tdameritrade.com or your local bank can direct you to a good one.


How does someone become a certified financial planner?

Someone can become a certified financial planner by getting a qualification from the CFP Board. One can apply to take the qualification exam online through their website.


How to choose a financial planner that best suits your needs and goals?

To choose a financial planner that best suits your needs and goals, consider their qualifications, experience, and expertise in areas relevant to your financial situation. Look for someone who is a Certified Financial Planner (CFP) and has a good track record of helping clients achieve their financial goals. Additionally, make sure the planner's approach aligns with your own financial philosophy and that you feel comfortable discussing your finances with them.


Where is the best place to find a certified financial planner?

Certified financial planners may be found online. It is good to keep several criteria in mind when searching, such as being sure they are certified by the CFP board, and making sure there are no negative reports on them. One must be very careful, as anyone can label themselves "financial planner" and because of this, people get scammed.


Do you need financial planner?

An individual does not have to have a financial planner, but it's a good way to go as they help you make the most of your investments right through to if it's a good idea to take out a loan. They can help you sometimes in paying off your mortgage sooner.


How does one find out where to get a monthly budget planner?

A financial budget planner assist individuals in managing their person finances. Financial budget planners are available online, often at no cost, from financial advice websites such as Money Saving Expert.


I would like to become a certified financial planner, what courses do I need to take ?

The Certified Financial Planner Board of Standards has a guide on that I found to be very useful. I suggest checking the local universities in the area for financial planning programs and also checking out some of the online programs that are available.


Where might one find good advice about buying an annuity?

There are a number of good places to look for advice when buying an annuity. Some examples include your local branch bank, a financial planner or online investment forums.


What would you call a financial planner and a funeral pre-planner?

Arrangers


I would like to become a certified financial planner, any good resources to find good classes ?

The Certified Financial Planner Board of Standards has a great guide on their website. Check with the universities in your area for programs; if they do not offer one they will probably know where you can find one.