Michele Clark
Clark Hourly Financial Planning - Chesterfield, MO Advisor
17295 Chesterfield Airport Road, Suite 200
Chesterfield, MO 63005 USA
Work 636.375.1813
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Clark Hourly Financial Planning: Open Position in St Louis

March 25th, 2016

Exciting news! Our St Louis based company is growing therefore we are looking to add a part-time administrative assistant to our team.

We have engaged an employment search firm to help us identify and hire the right candidate. If you have an interest please submit your resume directly to Executive Business Solutions     to the attention of Amy Whitten.

We are not taking phone calls or resumes directly at Clark Hourly Financial Planning because we are busy helping our wonderful clients.  Thank you for understanding.

Are we a match? Here is a little bit about us and a little bit about the type of person we are looking for.

We are located in Chesterfield Missouri.

We are Fee-Only Financial Advisors which puts us in a select group.   We are paid only by our client.  We do not accept any other compensation such as commissions or referral fees.  Our independence ensures no outside influences affect our recommendations.  We don’t just offer investment management .  We also create highly customized financial plans on an hourly planning / project basis, a rare, but sought after service.

That’s enough about us, what about you?

Some of your responsibilities would include

  • Greet our clients as they arrive for appointments
  • Answering the phone
  • Process daily mail
  • Set appointments with clients and prospective clients
  • Scan documents, complete paperwork and new account forms
  • Filing, shredding
  • Returning client and prospective client calls
  • Researching customer service questions
  • Assist with creating and sending monthly email newsletter

Qualifications

  • Strong Microsoft Excel, Word, Outlook skills
  • Excellent communication skills
  • Great follow through
  • Positive and upbeat.
  • Previous experience in the industry a plus, but not required
  • Familiarity with Redtail, Morningstar Advisor Workstation, MoneyGuide Pro, Mailchimp a plus, but not required

 

This is a part time position, for 15 to 21 hours per week, depending on the candidate’ s availability. We will work with you to set up a fixed schedule with your input.  Perhaps you would like to work 3 days a week.  Or maybe you would like to come into the office after you put your children on the bus and be home when they get off the bus; in that case you might want to spread your hours over 4 days.  Or perhaps you are thinking of retirement and looking to work part time so you can spend time with grandkids, friends, and hobbies.   The idea is to work together to create a schedule that fits your needs and takes care of our clients.

For more details about this position and/or to submit a resume go the page set up for this open position by clicking on Executive Business Solutions  .  Submissions should be directed to the attention of Amy Whitten.

If this is not the right fit for you, please spread the word.  Thank you!

 

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Michele Clark in the News: Wealth Gathering’s Moneymentals Blog

January 7th, 2013

Should you get your investment advice from a couple of plumbers?  I did and it turned into a wonderful career for me.   Those plumbers were my grandpa and my dad.

Learn how I got introduced to investing at a very young age and how it has influenced my thinking about investing ever since by reading “Blogger Interview: Hourly Planner’s Michele Clark” at the Wealth Gathering website.

Michael Goldman at Wealth Gathering asked me some questions about;

  • My professional background and why I didn’t stay in the traditional, commissioned-based brokerage firm environment.  I have worked in a bank, bank brokerage firm, a full commission brokerage firm, and a full service discount brokerage firm.
  • How does my family balance living in the moment vs. saving for the future.  Such a great question, because it is the essence of financial planning.
  • Who is your financial role model.  I could have gone on and on with this one.  I think I will do a future blog post of my own.
  • And do I think everyone is capable of learning enough about personal finance to do it on their own.  This answer may surprise you!

I know Michael through the Garrett Planning Network.  He is like me, in that he owns his own financial planning firm.  In addition he has the Wealth Gathering site which is so unique.  It is designed to offer online tools, coaching, and peer support.  It is structured like a financial fitness program.   As you know, I am a fee-only financial advisor, so I do not receive any compensation from them, and am not affiliated with Wealth Gathering.  If you have a chance to look at the interview, take a look around at the other information on the website.  Especially considering this is the time of year that so many people are tackling financial To Do items.

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Financial Resolutions

December 28th, 2012

I believe that just about everyone has some sort of financially related To Do item sitting on their To Do list.  And they have every intention of taking care of it.  However, so many other more time critical things seem to keep the financial items from getting to the top spot of the list.

If you are going to resolve to get some of your financial To Dos To Done, what actually matters – how it got done or that it got done?  I will come back to that thought in a minute.

When people come to see me they have accumulated a list of tasks, and it is so easy to see how  that happens in our busy lives.

You take a new job – a nice jump up the career ladder.  Something needs to be done with that old 401(k).  But what?   You’re busy with the new job right now.   So you put it on The To Do List.

Your income is higher now with the new job, should you have more life insurance?  Or is the life insurance at work enough?  You did buy some whole life from that guy that came to the house when you first got married.  Is that still the right policy for you or not?  So you put that on The To Do List.

Your kids are getting older, and you haven’t saved as much as you had intended for college.  How much can you afford to put away for their college vs. how much should you be saving for our own retirement?  Well, the kids are in middle school, you have a couple more years, so you put it on The To Do List.

At work they keep changing your investment choices and you don’t know what to pick.  You don’t have the tools to see all of your investments together and create a diversified portfolio that incorporates all of your accounts, but you know that you need to do it one day.  But you don’t have the time right now.  So you put that on The To Do List.

Sometimes when potential clients meet with me in the free Get Acquainted meeting they tell me that they feel bad about not taking care of these things themselves.  I stress to them, that I do not want them to feel that way.  I tell them that when I have electrical problems at the house, I call an electrician.  And when I have serious plumbing problems I call a plumber.  I have had a handy man come to the house a few times to work though lists of little things that were annoyances.  Sometimes you call in a professional to help you with your list.  And it feels great to work on that list.

So if you are making a resolution to get your financial To Do items To Done, make a plan to either do them yourself, or to contact a professional to help you do them.  Because when you mark them off the list, what actually matters – how it got done, or that it got done?

Resolve to take action today!

Have a Wonderful New Year!

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Michele Clark in the News: US News and World Report

September 12th, 2012

I was interviewed by US News and World Report recently about 401(k)s.  My thoughts appeared in an article on their website this week entitled “10 Strategies to Maximize Your 401(k) Balance.”

When Emily Brandon from US News and World Report called me I shared with her an idea for making it easier to save more in your 401(k), and we talked a bit about the new fee disclosure rules in 401(k)s and what that means for employees.  We also talked about the importance of adjusting your investment portfolio as you get closer to retirement.

If you would like to read the results of our conversation, and how she interwove it with the conversation she had with two other advisors, you can read the article here: 10 Strategies to Maximize Your 401(k) Balance.

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Annual Credit Report: Where to go to get your free credit report

May 18th, 2012

If you own a television, you have probably seen one of the many versions of commercials touting the free credit reports.  Or as you have browsed the internet, you surely have seen the banner ads with enticing “click here for your free credit report” messages.

The problem is, with so many companies saying that they offer the free reports; I have found that many people don’t know where they are actually supposed to go to get their free reports.  But they do know that if they go to those places that are advertising, they are going to be offered something to buy.

The website to use is www.annualcreditreport.com  or call 1-877-322-8228.

Equifax, TransUnion, Experion

Well, I hate to break it to you, but when you go to the official website, the three credit bureaus are going to try to sell you something too.  They are going to ask you if you want to buy your scores.  Do not buy them.  They are not the FICO scores that banks use so the score is not very helpful.  Getting the reports; now that is tremendously helpful, so definitely do that once a year.

What to look for on your reports

Make sure that there are no duplicate accounts, errors in information reported, or activity that isn’t yours.  For information about identity theft refer to the FTC identity theft website.

Which one to get first

This is my personal preference; I like the summary that Equifax provides at the beginning of the report.  If you have not printed your free credit reports before, I suggest printing the Equifax report first and looking over the summary, it is educational as well as informational.

How often to get your Free Annual Credit Reports

You can pull all three at once and be done with it until next year.  Or spread it out and get one every four months as a way to monitor your information on an ongoing basis.  Just keep in mind that, surprisingly, information can vary from credit bureau to credit bureau so spreading it out does not guarantee that errors will be caught in a timely manner.   But if you consistently pull them, any errors will be caught once a year.

For further information see the Federal Trade Commission website for the Free Annual Credit Report.

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Clark Hourly Financial Planning, LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an adviser, accountant or legal counsel prior to implementation.

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