Independent Financial Coach

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_______________________________________About Us

At Independent Living Financial Services, we are dedicated to providing all of our clients with personalized financial education, results-oriented financial coaching, and innovative financial products and services that will propel them towards their goals and dreams. Our aim is to help our clients to not only create a financial plan, but also clearly understand personal finance and the decision-making behind the plan. Just as the circumstances, goals and background of out clients lives vary, so do our plans for them. Each is completely personalized from start to finish, and we work to maintain a relationship in order to help clients reach their changing goals.

Our primary goal is not only to provide comprehensive financial planning for our clients, but also help them understand personal finance and develop a solid financial decision-making process for the rest of their financial future.

In addition to comprehensive planning, we specialize in budgeting, debt elimination, goal planning and life planning.

At Independent Financial Advisors, our clients depend on us to educate, train. and coach them on making the best financial decisions for themselves and their families.

A Day-in-the-Life Of a Personal Financial Coach

• Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
• Contact clients periodically to determine if there have been changes in their financial status.
• Devise debt liquidation plans that include debt settlement services, debt payoff priorities and timelines.
• Explain and document for clients the types of services that are to be provided, and the responsibilities to be taken by the personal financial advisor.
• Explain to individuals and groups the details of financial assistance available to college and university students, such as loans, grants, and scholarships.
• Guide clients in the gathering of information such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills.
• Help clients to create financial planning recommendations and refer clients to someone who can assist them with plan implementation.
• Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
• Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.
• Prepare and interpret for clients information such as investment performance reports, financial document summaries, and income projections.
• Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning.
• Research and investigate available investment opportunities to determine whether they fit into financial plans.
• Analyze financial information obtained from clients to determine strategies for meeting clients’ financial objectives.
• Answer clients’ questions about the purposes and details of financial plans and strategies.
• Review clients’ accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.
• Sell financial products such as stocks, bonds, mutual funds, and insurance if licensed to do so.
• Collect information from students to determine their eligibility for specific financial aid programs.
• Conduct seminars and workshops on financial planning topics such as retirement planning, estate planning, and the evaluation of severance packages.
• Contact clients’ creditors to arrange for payment adjustments so that payments are feasible for clients and agreeable to creditors.
• Determine amounts of aid to be granted to students, considering such factors as funds available, extent of demand, and financial needs.
• Meet with clients’ other advisors, including attorneys, accountants, trust officers, and investment bankers, to fully understand clients’ financial goals and circumstances.
• Open accounts for clients, and disburse funds from account to creditors as agents for clients.
• Authorize release of financial aid funds to students.
• Participate in the selection of candidates for specific financial aid awards.

Have a Background And Some Experience In

• Education
• Coaching
• Finance
• Business
• Training
• Social Services
• Sales and Marketing
• Senior Care and/or Special Needs

Perks

• $100,000.00 + Annualized Income Potential
• Work at Home
• Part-time, Full-Time or Flextime
• We provide all training and tools to launch your Independent Financial Coaching Business

About this company

Click here to apply online.