I want the planning process to be productive and empowering for my clients—not overwhelming, which is one reason I choose a modular approach to financial planning. In a planning engagement the full financial plan is usually the deliverable. Modular financial planning helps these clients address their long-term financial needs and opportunities, as well as their more urgent needs, by breaking planning down into separate or independent parts.
En Estados Unidos, el crédito no sirve solo para pedir préstamos. Se necesita para la mayoría de las cosas importantes como la compra de una casa o de un auto. Si acabas de mudarte aquí, te explicamos cómo comenzar a generarlo.
This event was the first Diversitas regional event hosted by California Lutheran University Financial Planning and California State University Northridge Financial Planning. Diversitas is an event where financial planners and wealth managers come together with career influencers to discuss financial planning with young people and career changers.
In this episode of Framework, Carson’s Jamie Hopkins and Ana Limón talk with Luis Rosa, Certified Financial Planner and founder of Build a Better Financial Future LLC. Community involvement was an important value in Luis’ family while living in the Dominican Republic. After moving to New York City when he was 11 years old and then entering into the workforce as a young adult, Luis experienced some of his own challenges when he had to turn down unpaid internships due to not being able to afford to work without an income. Luis talks with Jamie and Ana about overcoming these obstacles, breaking down the barriers that others may experience and closing the wealth gap between the privileged and our Black and Latinx communities.
Luis Rosa and Emlen Miles-Mattingly join the show today to discuss the BLX internship program they co-created with Chloe Moore and Shawn Tydlaska. In this episode, Luis and Emlen share the "why" behind the BLX program, which stems from their personal struggles in entering the financial planning profession, a desire to increase the number of Black and Latino financial planners, and wanting to make advice more accessible to Americans who desperately need it. Listen in as they share the qualifications for the interns (as well as the firms that hire them), the training they provide to help ensure a successful internship for both parties, and what they have planned for next year. You'll learn how to get involved, as well as what it will take to educate and attract more minorities to the financial planning profession.
The financial services industry is changing. In this episode, Luis Rosa and Dominique Henderson talk about how to become a financial advisor and how to find your niche. Luis is the host of the “On My Way to Wealth” podcast, co-founder of the BlatinX (BLX) Internship Program and LatinXcellence – an initiative that seeks to bring awareness to and help close the wealth gap in the LatinX community.