Posts Tagged ‘Financial Planning’
How To Help Grieving Clients
Financial Advisor Magazine, August 2015 How to Help Grieving Clients Financial Advisor Magazine asks Directors of Financial Planning, Alina Lee and Sarah Mouser, to discuss how Cassaday & Company, Inc. works with clients who are grieving. Understanding the clients’ immediate needs, communicating effectively, and providing external resources if the client needs them are just a…
Read MoreDon’t Forget To Plan For Clients’ Dementia
Financial Advisor Magazine, August 2015 Don’t Forget To Plan For Clients’ Dementia At Cassaday & Company, Inc., we take a proactive approach to ensure that, in the event that dementia or cognitive decline become factors in your life, we’ve got you covered. Directors of Financial Planning, Alina Lee and Sarah Mouser, discuss the importance of…
Read MoreTime to Plan Your Financial Advisers Summit
by Steve Cassaday, CFP®, CFS Could you imagine a house being built by a crew whose members never spoke with one another and worked without plans or an architect? Would that be a house anyone would want to live in? Of course not, but many businesspeople take that approach when dealing with financial planning and asset management.…
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