SinceFFP has powered pro bono planning by supporting efforts that link volunteer financial planners to people in crisis or need, providing them with free, quality advice to improve their finances and their lives. Watch our short video to learn how FFP powers pro bono financial planning around the country. Our Board of Trustees includes key leaders from across the financial services and planning community, all dedicated to advancing pro bono.

FFP was founded in by leading financial planners who wanted to give back to their communities and advance their profession. They formed a nonprofit and raised money to create an endowment fund that powers grantmaking to worthy pro bono financial planning programs nationwide. Many financial planners stepped up to support the cause, as did leading corporations that provide services to the financial planning profession.

A movement was born. The Foundation attracted enough resources for its new endowment fund that in it began making grants to a range of nonprofit programs serving vulnerable people with free financial advice. We also worked with partner organizations to help fund and implement Financial Planning Days, a program with events across the country that invited the public to meet one-on-one with financial planners for advice at no cost.

Over our history, FFP has supported the delivery of free financial guidance to overpeople in crisis or need. Our grants fund opportunities for personal interactions between volunteer financial planners and vulnerable people. This means:. A Long History of Giving Back FFP was founded in by leading financial planners who wanted to give back to their communities and advance their profession. We Go Beyond Financial Literacy We believe that everyone can benefit from a financial plan and quality financial advice.Associated Planners of Georgia APG has a successful twenty-year reputation as a leader in full-scale event management.

The APG Team has proven experience in planning and executing successful events, including conferences, corporate meetings, galas, banquets, golf tournaments, awards celebrations, major conventions, and others.

Who We Are

This experience, combined with attention to detail, has given a thorough knowledge of best practices for both planning and delivering successful, well-budgeted events. As a thriving event management company, APG is noted for regarding clients as the most important relationship asset. APG uses technology, along with various innovative logistical and cost control techniques, to deliver a wide variety of services specifically designed to satisfy individual client service requirements.

Gifted individuals with very diverse backgrounds comprise the APG staff. We have many long term clients who remain loyal to APG.

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The foundation of our business success is trust and the highest quality client service. Let us show you what we can do!

who we are planners

Who We Are. Share this: Twitter Facebook.Ben joined Financial Life Advisors in and oversees the wealth management and financial planning for the whole firm. Kim Nourie has over 18 years of experience in the financial services industry along with a breadth of experience in corporate America including Arthur Andersen, American Airlines, and CBRE.

Kim is passionate about helping individuals and families make thoughtful decisions to achieve their financial goals. Kevin joined Financial Life Advisors in and specializes in personal financial planning and wealth management. Kevin has over 15 years of experience in financial services with U.

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Kevin also proudly served for 5 years in the United States Navy. Kevin is passionate about helping individuals and families achieve financial life goals, and he is actively involved within the local community. She has worked in the group retirement plan industry since Mike is responsible for analyzing, evaluating, and monitoring all investments for the firm.

He also serves as the chairman of the investment committee that designs, constructs, and oversees all client portfolios. Zeke joined Financial Life Advisors in as a member of the financial planning team. Bruce associated with Financial Life Advisors in to coach our business owner clients to solve growth and profitability challenges and build company value, especially those preparing for exit or succession events.

Rosa Ybarra is the office manager with Cross Financial Services, an independent financial planning and wealth management firm serving individuals and businesses in San Antonio, Texas. Rosa acts as the air traffic controller at Cross Financial Services, helping clients get the information they need and answering their questions. Alyssa joined Financial Life Advisors in having previously worked with Cross Financial Services early in her career.

As the Information Officer, Alyssa oversees all technology and system integrations for the firm with a focus on enhancing the client experience. She brings a wealth of knowledge in IT project management, back-office operations, accounting, and cyber security. Fill out the form and our expert will be there for your help as soon as possible.

KIRK W. Get In Touch Innovative Planning Solutions has experienced steady growth over the past decade, and is now engaged in projects across the province. IPS, as a business model, ensures a direct hands-on approach which we believe is essential to achieve a high-quality finished product.

Our firm believes that building relationships in turn builds better communities. With projects in urban and rural settings, IPS has dependably built a reputation for quality professional services that are receptive to the unique character of individual communities and environments. Our work typically involves varying levels of interaction with regulatory agencies, civic leaders, community residents, institutions, developers, landowners, businesses and private consultants.

At IPS, we realize every project is unique and requires integrity, innovative design, and attention to detail.

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IPS has vast experience dealing with various planning challenges ranging from the simplistic to extremely complex. We realize planning is a complex process, with a diversity of interests which require innovative solutions.

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Our highly qualified, multi-disciplinary land use planners are forward thinking individuals, with experience providing professional planning direction and services in all areas of Ontario to assist with your individual project needs. Our team ensures successful results by placing emphasis on the design process, effective project management, and recognizing that communication between client, consultant, and relative agencies is vital. The final result is a development which is clearly defined, cost appropriate, delivered on time while satisfying the client's objectives.

IPS offers full services to all private sectors for assistance with official plan amendments, zoning by-law amendments, site plans, subdivision agreements, master plans, community improvement plans, budget creation and review, development review, public consultation, conflict resolution, urban design, drafting and more. Since the inception of the company almost a decade ago, IPS has represented many private sector clients at the Ontario Municipal Board. Get to know our team.At one point or another, we have planned, built, repaired, maintained, cleaned, and shoveled snow from every one of the more than buildings on the Charles River, Fenway, and Medical Campuses.

We are carpenters and custodians, architects, and administrators, police officers and plumbers. We are locksmiths, landscapers, electricians, and energy experts. From managers to masons, we are the backbone of physical space that builds Boston University, working together to create a safe, clean, and sustainable environment for the BU community.

FMO provides carpentry services, operates and maintains building systems, including heating, ventilation, air conditioning, electric, and plumbing. Boston University Real Estate is responsible for property acquisition and disposition, residential leasing, leasing of space for University use, real estate taxes, development and oversight over international real estate, oversight and processing of real estate gift transactions, and asset management of University-owned commercial properties, including all leasing and project development.Have you considered the variables that make up "life" for you?

How about at work? If you are like most of us, thinking like this is not your "norm"! Lynn is a Life Strategist with years of catastrophic and personal experience who strives to simplify life for business owners, employees and families in ways that protect and prepare you for any transition.

Lynn's personal mission takes the guesswork out of the unexpected by making sure that people feel confident and in control of their future. Clients say that her expertise, combined with her high-touch approach, makes planning simple, smooth and effective. Through a comprehensive assessment process to capture a client's current situation, she provides the practical resources and follow-up needed to provide protection and direction in advance of important transitions in life.

Lynn's background includes global leadership positions in aviation, non-profit and business start-up ventures. Additionally, she served as a volunteer emergency team responder during her years in aviation.

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As she dealt with the aftermath of large scale emergencies and the impact to families, she gained a new sense of appreciation for the many moving pieces of life.

This inspiration, coupled with her professional experience, has proven invaluable in guiding others. Print book designed to walk you through the day to day issues in your life where planning matters. These services prepare individuals to take action in the following areas:. These services prepare companies, business owners and employees to take action in a variety of ways:. We have planned and unplanned transitions in life.

Founded inThe Living Planner was formed as an advocacy to promote peace of mind through empowered action for individuals and companies. The Living Planner realizes preparation before "life events" happen allows everyone to take preventative action with professionals to protect what you have. Her strategic thinking is valuable to review your wishes and determine direction as to various ways to take action. Lynn Lambrecht was born in Moline, Illinois.

On a personal level, she has walked the talk with helping plan and follow-up follow-up for her parents, friends before assisting her clients. One of her clients commented, "The Living Planner book and program has made me get on track with my planning like no other. Lynn is a genius at making the steps clear and simple so that anyone who follows them can be successful. She always brings together Love, Respect, Compassion, and Practicality.

A worthy read for those having to deal with an important part of life. It's time to get everything in order, cuz you never know, and Lynn has made it incredibly easy. She not only tells the reader exactly what they need to think about and do, she gives them a quick and easy way to put the plan into place.

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Love it. Her offerings, advice and experience are well worth the peace of mind that we all gain by having our affairs in order. What I like most is that she offers to free up our minds for fun things because we've prioritized and taken care of necessary things!

Kinda like eating all your veggies, so you can have dessert. Thank you!

who we are planners

With a heartfelt sensitivity, Lynn Lambrecht has provided a step by step easy to use approach that guides one in putting together the necessary information to keep affairs in order and move through the process.

I would recommend this for everyone. Her knowledge and background as a powerful corporate businesswoman extend to her customers with compassion and a true sense that she is the person to guide you to living with a plan! She helps people tackle difficult issues such as end of life planning and health care directives. I highly recommend her for individuals and families ready to talk about final wishes planning, estate planning and legal planning to anticipate the major changes in their lives!

Lynn Lambrecht's experience and compassion will simplify planning for the future.

who we are planners

That stuff that we tend to procrastinate, like; estate planning, financial planning, health care planning, final wishes and more. Her national presence can help anyone who wants to know how to navigate all of the moving pieces of life.On the surface, you may see some similarities in our approach to financial planning.

Our portfolios, and the funds used in those portfolios, subscribe to a set of rules and principles that guide how we see capital markets and how we believe we can help deliver a great investment experience for our clients. Financial Advisor.

WHO WE ARE

Financial Planner. Financial Consultant. Wealth Advisor.

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Investment Advisor. Financial Professional. Registered Representative. Advisors can choose many titles, but not all financial professionals are the same.

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Skip to content. Our Difference On the surface, you may see some similarities in our approach to financial planning.

who we are planners

Our Philosophy. Why a CFP? Experience — Complete at least three years of full-time financial planning-related experience. Who We Serve. Meet the Founder.

Associated Planners of Georgia

Stay Up-to-date and Informed! Info in your Inbox. Sign Up. As Seen In:. Our Process Overview Step-by-step. Who We Serve Optometrists. Ideal Client Are you our Ideal Client? Schedule Schedule A Meeting. Hubs Client Media Center. Free eBooks Free Webinars.


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