How do they match: Personal Financial Advisors

  • Inform clients about tax benefits, government rebates, or other financial benefits of alternative-fuel vehicle purchases or energy-efficient home construction, improvements, or remodeling.
  • Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
  • Guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.
  • Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
  • Prepare or interpret for clients information, such as investment performance reports, financial document summaries, or income projections.

  • Interpret financial information for others.
  • Interview clients to gather financial information.