Inc., a fee-only financial-planning firm in Manhattan.    From Wordnik.com.  [How to Fund Retirement Living] Reference

She now co-owns a Los Altos, Calif., financial-planning firm.    From Wordnik.com.  [How Growing Up in a Recession Can Shape a Child's Future] Reference

But the new financial-planning consumers are different in other ways.    From Wordnik.com.  [The 'Advice Threshold'] Reference

Today, Overstreet runs a financial-planning business out of his home.    From Wordnik.com.  [Weissmueller, Courtney E.] Reference

At this point, I'd say you need professional tax and financial-planning advice.    From Wordnik.com.  [$ $ $ $ Tactics] Reference

Smith Barney brought him to perform at a financial-planning seminar this month.    From Wordnik.com.  [Why Tax Day] Reference

He helped a small frozen-food company develop a new financial-planning structure.    From Wordnik.com.  [Volunteer Careerists] Reference

It may sound surprising that tax and financial-planning ideas can be patented at all.    From Wordnik.com.  [July 2006] Reference

Trust's financial-planning techniques and some features from its customer statements.    From Wordnik.com.  [The Other Women to Watch] Reference

ICBC's head of the financial-planning department, will succeed him as board secretary.    From Wordnik.com.  [ICBC official] Reference

Here's a look at changes some established financial-planning firms have made recently.    From Wordnik.com.  [On Second Thought...] Reference

It ' s also a time for making financial-planning moves before the calendar year runs out.    From Wordnik.com.  [Year-End Financial Housekeeping] Reference

Here are synopses of some of the most valuable financial-planning books that came out in 2008.    From Wordnik.com.  [Five Books To Retire By] Reference

These couples split up during the financial-planning process and were not included in the stories.    From Wordnik.com.  [Financial discord leads to 2 breakups] Reference

Robert Fragasso, chairman of Fragasso Financial Advisors, a financial-planning firm in Pittsburgh.    From Wordnik.com.  [Cash Provides a Cushion] Reference

Thomas Hamlin, president of Somerset Wealth Strategies, a financial-planning firm in Portland, Ore.    From Wordnik.com.  [Juicing Your Life Insurance] Reference

Her own financial-planning business has had some lucrative months recently, but it hasn't made up the difference.    From Wordnik.com.  [The Luxury of Time] Reference

Coutts will cut its graduate-recruitment program and make substantial changes to its financial-planning division.    From Wordnik.com.  [Coutts Cuts Back Costs] Reference

Here's what authors of both diet and financial-planning books say Americans need to do to get financially healthy.    From Wordnik.com.  [USATODAY.com - For many Americans, it's time to go on a financial diet] Reference

Simplifi, a Winston-Salem, N. C.-based outfit, has launched a financial-planning tool at its Website, Simplifi. net.    From Wordnik.com.  [New Tools for Bond Shopping] Reference

Though they feel they've made a good start, the Hains recognize they may have some more financial-planning needs ahead.    From Wordnik.com.  [The Game Plan] Reference

At least one investor advocate, however, raised concerns about the SEC's resources to regulate financial-planning services.    From Wordnik.com.  [Consumer Issues on Financial Planners Remain, Says GAO] Reference

That is the approach favored by Susan Kaplan, president of financial-planning firm Kaplan Financial Services in Newton, Mass.    From Wordnik.com.  [Risk Reduction] Reference

Running the same numbers through her financial-planning tool, she finds "he can't make it all the way through his 75th year.".    From Wordnik.com.  [Retirement by the Numbers] Reference

Nothing positive, says Nathan Gendelman, director of investing at The Family Firm, a Bethesda, Md. financial-planning practice.    From Wordnik.com.  [Securities Trading Meets Social Networking] Reference

Some advisers suspect young investors want to get all of their financial-planning information online — without using a planner.    From Wordnik.com.  [Getting Them While They're Young] Reference

The ranks of the financial-planning profession more than doubled between 2000 and 2008, to 208,400 from 94,000, according to the U.S.    From Wordnik.com.  [Consumer Issues on Financial Planners Remain, Says GAO] Reference

In September, Chenault completed the spinoff of the company's financial-planning operation, which is now known as Ameriprise Financial.    From Wordnik.com.  [The Week Ahead: April 24-28People To Watch: The Week Ahead] Reference

Intuit's Alison Berkley says her company is working to integrate its loan service with its popular tax and financial-planning software.    From Wordnik.com.  [Dial Up A Mortgage] Reference

Through the financial-planning association (fpanet. org) or through the Certified Financial Planner Board of Standards (cfpboard. org).    From Wordnik.com.  [Ask The Pro] Reference

If you want to be more exact, try using an online financial-planning tool, such as the Economic Security Planner (basic. esplanner.com).    From Wordnik.com.  [Five Common 401(k) Mistakes] Reference

The Appeal of Financial Planning For many of the same reasons, financial-planning jobs are also proving attractive to women on Wall Street.    From Wordnik.com.  [Wall-Street Women Find Balance] Reference

"Parents are looking for more conservative places to park money," says Deborah Fox, founder of financial-planning firm Fox College Funding.    From Wordnik.com.  [Retailers Team Up Against Amazon.com] Reference

Advisor Software Inc., a Lafayette, Calif.-based seller of financial-planning software to financial advisers, also emphasizes a safety-first approach.    From Wordnik.com.  [Retiring in 10 Years? Uh-Oh.] Reference

The trade group, based in Arlington Heights, Ill., is among a coalition of financial-planning groups that have lobbied for more tightly regulating the profession.    From Wordnik.com.  [Consumer Issues on Financial Planners Remain, Says GAO] Reference

NEW YORK — Most financial-planning services are covered by existing laws and regulations, but some consumer-protection issues remain, a government study concluded.    From Wordnik.com.  [Consumer Issues on Financial Planners Remain, Says GAO] Reference

The site will also house several tools, such as a financial-planning calculator as well as an outlet for user-generated video content, which CNN has the option to use on the air.    From Wordnik.com.  [The Boomer Blog: FH BOOM DAILY DIGEST Archives] Reference

"I was pretty impressed ... that it did a comprehensive financial-planning structure in each area.".    From Wordnik.com. Reference