Coda Financial Planning offers comprehensive financial planning for retirement, investment, education funding, savings planning, debt analysis and portfolio review. We offer fee-only planning for all of your financial planning needs.
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Coda Financial Planning, Inc. - Home | codafinancialplanning.com Reviews
https://codafinancialplanning.com
Coda Financial Planning offers comprehensive financial planning for retirement, investment, education funding, savings planning, debt analysis and portfolio review. We offer fee-only planning for all of your financial planning needs.
codafinancialplanning.com
Coda Financial Planning - About Me
http://www.codafinancialplanning.com/About-Me.html
I am in the process of getting my business and website up and running and will be updating my site over the coming weeks - thank you for your patience. Back in 2008 during the financial crisis, the developments in the financial markets and the economy were fascinating to me and I began to research what was happening around me. I followed the economic developments during that time very closely and became a voracious reader on the subject of finance. Stocks both had obviously dropped considerably!
Coda Financial Planning - Fees
http://www.codafinancialplanning.com/Fees.html
Basically, there are a few approaches to financial planning compensation:. 1 Fee For Planning (Fee Only)*. 2 Commission*. 3 Percentage of Assets Managed* . 160; . Occasionally there may be combinations of these. I work with the client to implement a plan and monitor the plan periodically, and make adjustments if necessary. I charge a reasonable fee for these services that are discussed in advance and approved in the engagement letter. I have no interes. 160;  ...160;...
My Blog
http://www.codafinancialplanning.com/blog.html
But Sometimes Swingin' Ain't Bad! Take Stock of Your Dividend Stocks? Diversification.is there more to it than 60/40? But Sometimes Swingin' Ain't Bad! Posted on Tuesday, October 22, 2013 11:33 AM. Swing trade. These could involve a turn around of several days to several weeks depending on the situation. Take Stock of Your Dividend Stocks? Posted on Wednesday, October 16, 2013 11:25 PM. Diversification.is there more to it than 60/40? Posted on Tuesday, June 18, 2013 6:57 PM.
Coda Financial Planning - Services
http://www.codafinancialplanning.com/Services.html
160; . 160; . Under development - Please Check Back Soon. Financial Statement Preparation and Analysis. Comprehensive Financial Plan (Risk, Savings/Debt, Retirement). I also work with legal professionals specializing in Estate Planning and Tax that may be able to assist you if you have circumstances requiring an attorney.
Coda Financial Planning - My Philosophy
http://www.codafinancialplanning.com/My-Philosophy.html
I think that many people feel that if they take the steps to make a solid plan with someone they trust, and work toward a goal, they generally have less anxiety about their finances. Most often, it is when people dont have a plan, make hasty decisions or look to make quick profits, that they get into trouble. . Some key questions in financial planning:. 1 How much can I/should I be saving? 2 How can I improve cash flow to save? 3 How much will I need in retirement? Because they want things to go...
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Client Bill of Rights. Coda Financial Group is a relationship-based financial services firm located in Honolulu, HI and Raleigh, NC. Using a consultative approach, our advisors can help identify your financial objectives and develop a plan that is uniquely tailored to your specific long-term goals. When guided by clear goals and leading-edge strategy, these pieces come together to reveal an image of success that is unmistakably you. Sign up for Our Market Commentary. Read our most recent Market Commentary.
Coda Financial Planning, Inc. - Home
Whether you need targeted planning, such as savings, debt or portfolio review, a comprehensive financial plan or just some questions or a consultation, I look forward to working with you to achieve your goals. Large financial companies can be expensive, impersonal and in critical times, unreachable. It is my goal to be your resource and partner in improving your financial life. We hope to see you again! Check back later for new updates to our website. Theres much more to come! Our Mission is to. Central...
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