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Conflict Resolution in Financial Planning

eMoney Advisor

By taking the clients back to the beginning, the financial professional can get to the heart of what the couple in conflict truly wants out of their financial plan. Using communication skills derived from financial counseling , learn what would be a win for each of the partners. Sources: 1 Asebedo, Ph.D.,

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Adviser links: spreadsheet knowledge

Abnormal Returns

Podcasts Christine Benz and Jeff Ptak talk hourly financial planning with Mark Berg who is the founder of and lead advisor at Timothy Financial Counsel. morningstar.com) Justin Castelli talks 'unanswered questions' with Melissa Joy about her chapter in "More Than Money."

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Helping veterans and military with financial planning

Nationwide Financial

When engaging in financial planning with your veteran and military clients, there are many unique obstacles and situations to consider. Not only will the lifestyle of military members differ from civilian clients, but there many financial benefits available to veterans from the U.S.

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Your Richest Life Celebrates Nine Years

Your Richest Life

When I started this business, I wanted to create financial planning services that were accessible and empowering. I hoped to help my clients reach their financial goals in a way that wasn’t stressful or intimidating, and to show them that their dreams were possible. Your Richest Life turns nine this month!

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Finances In Marriage: How To Make It Work In 9 Steps

Clever Girl Finance

You'll figure out the best approach to saving, investing , and creating a solid financial plan. Be open to financial counseling. So if you know which buckets you fall in, it will only help you with money and marriage. Set mutual goals when it comes to your money and marriage.

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Employee Benefits Optimization for a Positive Workplace Culture

Fortune Financial

Fortune Financial experts customizes financial workshops around your firm’s requirements to provide employees the information needed to make the best financial decisions. One-on-One Financial Counseling: Offer access to financial advisors for personalized financial planning and advice.

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How Consumer Credit Counseling Works

Clever Girl Finance

Consumer credit counseling services offer financial education and assistance with debt management as it relates to using credit. Trained and certified coaches meet with anyone who wants help to develop a financial plan to pay off debt. Educate yourself What is credit counseling? The best part?