Personal Financial Advisors

01

Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.

02

Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.

03

Answer clients' questions about the purposes and details of financial plans and strategies.

04

Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.

05

Manage client portfolios, keeping client plans up-to-date.

06

Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.

07

Recommend financial products, such as stocks, bonds, mutual funds, or insurance.

08

Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.

09

Contact clients periodically to determine any changes in their financial status.

10

Prepare or interpret for clients information, such as investment performance reports, financial document summaries, or income projections.