After our couple has established their new lifestyle, the time will be right to deflect extra dollars to pay off the debt. Seeing a Planner A new merger of the two largest financial planning trade associations into the Financial Planning Association heralds a broadening of services to young people. CPAs are now also able to take fees, if they are trained as planners. With the number of professionals in the field increasing, they need new business. What used to be a forgotten market, new workers, is now a target market.
Planners give free consultations.
Planners are best for people in transition periods, including those leaving the arms of Uncle Sam. Adriane G. Berg is a financial adviser. Her book Your Wealthbuilding Years , Newmarket Press, will be re-released in an updated version this February. Apply for a financial makeover, and you may be picked for free, expert advice. ABC News Internet Ventures.