于是个人理财规划便应运而生。
聘用“只收费”理财规划师的好处是？
What are the benefits of hiring a "fee-only" financial planner?
理财规划对抗未预期挫折。
我是一个经济师、会计师、高级理财规划师。
I am a economist, also an accountant and senior financial planner.
NAPFA是一家帮你做理财规划的机构，致力于推行“只收费”模式。
Susan John: NAPFA is an organization dedicated to the advancement of "fee-only" comprehensive financial planning.
因此，唯有自身做好退休准备，重视个人理财规划才为上策。
Hence, preparing the individual retirement financial planning is the only way to do and the best policy to make.
从业者拥有各种各样的背景，包括理财规划师、治疗师和调解员。
Practitioners come from a range of backgrounds, including financial planners, therapists and mediators.
如果我努力工作，攒下点钱，加上周详的理财规划，我将能让我的小孩们上名校-天晓得啊？
If I work hard, save my money, and plan well, I will be able to send my children to a good school-and who knows?
价格的变动就如同经济中的信号灯，指引着人们的购买行为，理财规划，甚至职业规划。
Shifts in prices are like the traffic lights of an economy, signaling to people to buy more of this and less of that, to spend or to save, or to find new jobs.
本文从理财规划的目的、步骤、内容和原则等方面对理财规划问题展开了总体分析和研究。
This article from the financial planning, the purpose of the steps, the content and the principle of financial planning issues on the overall analysis and research.
房产的财务规划——一般来说会占用家庭的大量资金——在人生理财规划中起着越来越重要的作用。
The finances of the family home — often where the bulk of wealth is tied up — are playing an ever larger role in life planning.
因此，本文将从理财规划的目的、步骤、内容和原则等方面对理财规划问题展开总体分析和研究。
Therefore, this article will from financial planning, the purpose of the steps, the content and the principle of financial planning issues on overall analysis and research.
不出所料排名第一的是软件工程师。接下来的排名依次是：精算师、人力资源经理、洁牙师和理财规划师。
And it should be no surprise that Software Engineer ranks No. 1, followed by Actuary, Human Resources Manager, Dental Hygienist and Financial Planner.
在这样的场景下你可能会找出一个专家一个小时或两个小时的时间而这仅仅是大概描述了一个基本理财规划框架。
In this scenario, you might seek an hour or two of a professional's time just to sketch out a basic financial-planning framework.
家庭理财已成为当前社会经济生活中的重要内容，如何进行完善的家庭理财规划也是众多学者关切的热点领域。
Family Finance has been the important contents in current social-economic life and how to implement refined family financial plan are also becoming the core fields of many scholars.
卡勒曾是一个八人理财规划师小组成员，有一次这个小组决定聊聊他们上一年挣了多少钱，自己的身价又是多少。
Kahler was once part of a group of eight financial planners that decided to have a conversation about how much they made the prior year and how much they were worth.
良好的理财规划可以提高资本要素的配置效率，进而实现资本运作的利益最大化，也可以提升我们家庭的生活品质。
Good finance programming can raise the disposition efficiency of capital, then carry out the maximize benefits. It can also promote the quality of our family life.
通过综合理财规划引导和帮助客户分析现有财富或资产的配置情况，并发掘需求，然后介绍相应的保险产品和解决方案。
To use a holistic financial planning approach to educate and help customers identify financial gaps in their current wealth or asset allocation and to introduce suitable insurance products.
“这类一次性开支会耗尽整个预算，”南达科他州拉皮德城的理财规划师里克·卡勒（RickKahler）告诫道。
“It's the one-time expenses that kill a budget,” said Rick Kahler, a financial planner in Rapid City, S.D.
坚守预算——甚至许多理财规划师都忌讳这个词语，他们更倾向于委婉的说法“支出计划”——如同节食一般，貌似太过了。
Sticking to a budget - a dirty word even among many financial planners, who prefer the more euphemistic "spending plan" - feels too much like dieting.
我的目标是让你不再为理财规划头痛，不再为每天记录收支情况烦恼，并把你每周理财规划的时间减少到15到20分钟左右。
The goal is to reduce headaches, eliminate the need for complicated tracking schemes, and reduce the time you spend on your budget and finances to about 15-20 minutes per week.
依本文研究结果建议金融机构对年轻世代先从“理财规划”之观念教育著手，借此培养年轻客层，尔后配合客户的年龄增长。
From the research report, I suggest that financial institutes can build the customers of young age generation through the education in the assessment of financial planning.
你也许是这种人你真正享受从每一个角度研究每一项财务决定。你的朋友和家人都找你做顾问。简而言之你不需要一个讨厌的理财规划师。
You may be the type that actually enjoys researching all the angles of every financial decision. Your friends and family all look to you for advice.
美国曼彻斯特的一位理财规划师琼弗勒敦（JeanFullerton）说，在过去的一年中，她的客户中购买年金的人数剧增。
Jean Fullerton, a planner in Manchester, N.H., says the number of her clients buying annuities has surged in the past year.
负责与保险销售经理和支行行长共同配合对支行理财经理在综合理财规划和需求为导向的保险销售技能技巧方面进行培训，辅导和指导。
To work with insurance sales manager and branch manager to coach, train and guide RM/PBs on the holistic financial planning and needs based selling skills.
AXAAdvisors纽约办公室的注册理财规划师、经理SusanM.Cooper建议大家至少每周两到三次自带便当上班。
Bringing lunch to work, even two or three times a week, cuts down on food costs, said Susan M. Cooper, a certified financial planner and manager of the New York metro branch office of AXA Advisors.
AXAAdvisors纽约办公室的注册理财规划师、经理SusanM.Cooper建议大家至少每周两到三次自带便当上班。
Bringing lunch to work, even two or three times a week, cuts down on food costs, said Susan M. Cooper, a certified financial planner and manager of the New York metro branch office of AXA Advisors.
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