Financial Planners  Page 1
City of Napa, Napa Valley, San Francisco North Bay, Ca. USA 94558, 94559

 practicing professional who helps people to deal with various personal financial issues through proper planning, which includes but is not limited to these major areas: tertiary education planning, retirement planning, investment planning, risk management and insurance planning, tax planning, estate planning and business succession planning (for business owners). The work engaged in by this professional is commonly known as personal financial planning. In carrying out the planning function, he is guided by the financial planning process to create a detailed strategy tailored to a client's specific situation, for meeting a client's specific goals.

People enlist the help of a financial planner because of the complexity of knowing how to perform the following:

Providing direction and meaning to financial decisions;

Allowing the person to understand how each financial decision affects the other areas of finance; and

Allowing the person to adapt more easily to life changes in order to feel more secure.

Financial planning should cover all areas of the client’s financial needs and should result in the achievement of each of the client's goals. The scope of planning would usually include the following:

Risk Management and Insurance Planning

Managing cash flow risks through sound risk management and insurance techniques

Continued...

Also See:

Financial Advisors
Investment Securities

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