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Fraser Financial - Comprehensive, Integrated Financial Planning

Integrating Person Finance and Life Guided by Vision

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CONTACTS AT FINANCIALPLANFORYOU.COM

Fraser Financial

Fraser Financial

1873 V●●●●●● St NW

At●●ta , GA, 30318

US

1.40●●●●6976
bo●●●●●●●●●●@yahoo.com

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Fraser Financial

Fraser Financial

1873 V●●●●●● St NW

At●●ta , GA, 30318

US

1.40●●●●6976
bo●●●●●●●●●●@yahoo.com

View this contact

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Integrating Person Finance and Life Guided by Vision
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Fraser Financial - Comprehensive, Integrated Financial Planning | financialplanforyou.com Reviews

https://financialplanforyou.com

Integrating Person Finance and Life Guided by Vision

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1

Fraser Financial: About Us

http://www.financialplanforyou.com//about/index_about.shtml

Real financial planning is the integration of personal finance and a life guided by vision.". Janet McCallen, CEO. An Introduction to Fraser Financial. Money is a pervasive force in each of our lives. It touches all of our interactions and relationships. At Fraser Financial. Life" or "Integral" planning is largely a new concept in our profession. At this time, there isn't even a consensus definition of just what Life/Integral planning is. At Fraser Financial. Bobbie D Munroe, CFP. 1873 Volberg Street NW.

2

Fraser Financial: Services

http://www.financialplanforyou.com//services/index_services.shtml

An Introduction to our Services. Provides all services on a "fee only" basis. That means that the only compensation we receive is from you, our Client. While we know many reputable and caring advisors that work on a commission basis, we feel that by offering "fee only" services, we avoid potential conflicts of interest, real or perceived. Financial Planning Services and Seminars. 1873 Volberg Street NW. Atlanta, Georgia 30318.

3

Fraser Financial: Bobbie Speaks

http://www.financialplanforyou.com/bobbie/index_bobbie.shtml

Most men die with their music inside them.". While, to some, Bobbie's "music" may sound like the struggling practice sessions of a 6 year old piano student, she is unlikely to die with her music inside her. Her thoughts are available in everything from the print media to her stand up comedy routines. We suggest that those of you who want to learn more about her explore some of the options listed below. Bobbie's comments in various publications. Notes from Bobbieville" - A collection of year end thoughts.

4

Fraser Financial: Client Cafe

http://www.financialplanforyou.com//client/index_client.shtml

Welcome to our "Client Cafe." We hope that this is a place you'll want to return to often. This will largely depend on your input. Be sure and let us know what you would like to see in this section of our website. Download our Privacy Policy, Year End Tax Planner and other documents here. Access Your TD Ameritrade Accounts. Use this section to access your client accounts at TD Ameritrade.

5

Fraser Financial: Prospective Clients

http://www.financialplanforyou.com/prospectiveclients/prospectiveclients.shtml

The Client Relationship - A "Good Fit" is Important. Why You Should Choose a Certified Financial PlannerTM Practitioner. Disclosure Documents and Acknowledgement. The Client Relationship - A "Good Fit" Is Important. What type of client would be a "good fit" with Fraser Financial. A person who can communicate what a successful relationship would look like. A person who is willing to share both their successes and disappointments with other advisors they use or have used. A person who is willing to tell us...

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