Works closely with other Financial Aid Planners and staff all working toward departmental goals.
November 16, 2022
Assist and support monthly, quarterly, and annual financial forecasts related to revenue, operating costs, freight, and other supply chain costs.
December 30, 2022
Demonstrated in-depth knowledge of those portions of both the Old Testament and New Testament of the Bible with scriptural references to money and finances, and ability to apply and integrate this knowledge into all phases of client counsel.
January 31, 2023
Develop and recommend strategies that clients can use to achieve their financial goals and objectives, including specific recommendations in areas such as cash management, insurance coverage, and investment planning.
February 12, 2023
Utilize financial planning software, as well as Excel, PowerPoint, and cash flow analysis programs, in order to provide analysis for clients of their current and future financial picture.
February 22, 2023
Gather, organize and maintain client personal and financial wealth plan profile data.
March 21, 2023
Review planning deliverables with the client and maintain a comprehensive list of financial planning action items for follow up and resolution.
April 23, 2023
Meet one on one with participants to answer any personal questions about the plan or possible other financial matters.
May 21, 2023