Financial CounselingStacey Braun Associates, Inc.
377 Broadway New York, NY 10013 Telephone: (888) 949-1925 Fax: (212) 941-0759 |
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What Is Financial Counseling?
For starters, its FREE!
Financial Counseling is the process of establishing personal and financial goals and creating a way to reach them. The ongoing process involves taking stock of all of your existing resources, developing a plan to utilize them, and systematically implementing the plan in an effort to achieve your short-term and long-term goals. The plan must be monitored and reviewed periodically so that adjustments can be made to ensure that it continues to move you toward your financial goals. The process is a mutually defining exercise in which the financial counselor explores your values, needs, attitudes, expectations and time horizons as they may affect your goals, needs and priorities. This process consists of the following six logical, identifiable steps:
In a world of ever increasing financial complexity, a Financial Counselor can serve as your financial "coach", who works as a generalist rather than having a specific area of expertise. The Counselor is able to understand and coordinate the work of all of your financial experts in order to assist you in the development of your financial game plan.
Stacey Braun Associates, Inc. Financial Counseling Program provides you with access to qualified professionals, such as Certified Financial Planners and Registered Investment Advisors who can help you achieve your financial goals. Whether you need a comprehensive financial plan or an answer to a financially related question, Stacey Braun’s professionals are available to work one-on-one with you to provide quality assistance.
Financial Counseling is the process of establishing personal and financial goals and creating a way to reach them. The ongoing process involves taking stock of all of your existing resources, developing a plan to utilize them, and systematically implementing the plan in an effort to achieve your short-term and long-term goals. The plan must be monitored and reviewed periodically so that adjustments can be made to ensure that it continues to move you toward your financial goals. The process is a mutually defining exercise in which the financial counselor explores your values, needs, attitudes, expectations and time horizons as they may affect your goals, needs and priorities. This process consists of the following six logical, identifiable steps:
- Identify and help establish financial goals
- Collect and assess all relevant financial data
- Identify areas of improvement
- Provide recommendations and solutions
- Implement the recommendations
- Monitor and offer periodic reviews and updates
In a world of ever increasing financial complexity, a Financial Counselor can serve as your financial "coach", who works as a generalist rather than having a specific area of expertise. The Counselor is able to understand and coordinate the work of all of your financial experts in order to assist you in the development of your financial game plan.
Stacey Braun Associates, Inc. Financial Counseling Program provides you with access to qualified professionals, such as Certified Financial Planners and Registered Investment Advisors who can help you achieve your financial goals. Whether you need a comprehensive financial plan or an answer to a financially related question, Stacey Braun’s professionals are available to work one-on-one with you to provide quality assistance.
To Make an Appointment
Call Stacey Braun at (888) 949-1925.
A Stacey Braun representative will be in one building each month between 10am & 2pm. Stop by for a brief consultation. At this meeting, you and a Stacey Braun associate will determine when and where you will meet for your full consultation, as well as what you need to do to get the most out of your session.
Call Stacey Braun at (888) 949-1925.
Check out the web site calendar &/or News You Can Use to find out when a financial counselor will be in your building
A Stacey Braun representative will be in one building each month between 10am & 2pm. Stop by for a brief consultation. At this meeting, you and a Stacey Braun associate will determine when and where you will meet for your full consultation, as well as what you need to do to get the most out of your session.
Call Stacey Braun at (888) 949-1925.
Check out the web site calendar &/or News You Can Use to find out when a financial counselor will be in your building
Stacey Braun Services
Professional services include providing you with an understanding and assistance with the following:
(©2006 Stacey Braun Associates, Inc. All rights reserved.) |
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What Your Colleagues Say About Stacey Braun
"Very Satisfied"
"After this meeting I am strongly considering requesting Stacey Braun Associates to handle my financial accounts. Thank you!"
"Very Satisfied! Counselor was excellent!!"
My expectations "were exceeded!" Consultant was "extremely helpful"
Counselor was "terrific. He asked good questions, was patient & very knowledgeable. He had such a broad knowledge base to help with all our finance questions."
"I knew the answers to my questions but good to have a second opinion"
"Counselor was very knowledgeable & helpful, answering any questions no matter how small. Helped in understanding my 403b & advice on what funds my money should be in. Thanks for the advice. I look forward to using your service next year!"
"Excellent consultation - very, very informative. Easy to understand - personable consultant. Hats off to the consultant for an excellent, caring, thorough job!"
"After this meeting I am strongly considering requesting Stacey Braun Associates to handle my financial accounts. Thank you!"
"Very Satisfied! Counselor was excellent!!"
My expectations "were exceeded!" Consultant was "extremely helpful"
Counselor was "terrific. He asked good questions, was patient & very knowledgeable. He had such a broad knowledge base to help with all our finance questions."
"I knew the answers to my questions but good to have a second opinion"
"Counselor was very knowledgeable & helpful, answering any questions no matter how small. Helped in understanding my 403b & advice on what funds my money should be in. Thanks for the advice. I look forward to using your service next year!"
"Excellent consultation - very, very informative. Easy to understand - personable consultant. Hats off to the consultant for an excellent, caring, thorough job!"
Helpful Links
- Stacey Braun
- Financial Counseling Summary
- Basic Financial Guidelines
- 3 Stages of Retirement Planning
- The Omni Group - Everything you need to know about 403bs!!!
- Annual Credit Report - request a free credit report, once every 12 months
- UPromise - a FREE college savings service that harnesses the purchasing power of parents, extended family, family, and students to make it easier to pay for college.
