Coordinate the creation and delivery of financial plans for firm's advisorsCreate and present plans to clients on behalf of advisorsAnswer questions from advisors and clients in the areas of education funding, estate and retirement planning, insurance, investments, and tax issuesTrain advisors on the use of MoneyGuide and how to present to their clientsCreate and maintain informational flyers for clients on financial planning topics

Creating a positive client experience through collaboration: as part of the analyst team, designs cutting edge financial planning software and helps clients implement and maintain their software.Areas of focus:* Research - data analysis, financial concepts, determine client requirements* Design - develop calculations, improve user experience, promote intuitive user Interface* Relationship Management – organize deliverables, collect design feedback, and provide client satisfaction

Hatcher Byles Financial Planning (HBFP), which I founded, was a registered investment advisory firm located in Richmond, Virginia, focused on helping women better manage their financial decisions and plan short and long term strategies for their financial independence.The mission of HBFP was to work with individuals and families to determine their unique needs and to develop a fully individualized financial plan to meet those needs, all on an as-needed, fee only, project basis (was a member of the Garrett Planning Network). HBFP fully embraced a fiduciary approach to financial planning, always putting the client's interests first.HBFP guided women and couples going through a divorce with solid financial advice and planning, particularly those using a mediator. Specialties when working with individual clients were retirement planning, asset allocation reviews, 401(k) reviews, college funding, college financial planning, personal financial planning, budgeting, credit scores, and divorce financial planning.

Provided engaging and informative seminars on financial planning topics such as Retirement Planning, Credit Scores, Taxes, Identity Theft, Budgeting, and Estate Planning to corporate and government employees through their Employee Assistance Programs.

Taught Personal Financial Planning course to all levels of students, freshman through senior. Final exam was to create a budget based on the student's anticipated salary, explain the employer benefits, set a measurable short and long term goal (reflected in the budget), and create an asset allocation for their 401(k).

Prepared financial plans for high net worth individuals. Performed due diligence on mutual fund and asset managers chosen for 401(k) plans and individual accounts.

Developed comprehensive financial plans for financial advisors across the country. Provided research phone support for financial advisors.