Financial Planners
What is a "financial planner"?
A good financial planner, aside from being a counsellor, can be a coach; can be a individual who you can go to to ask questions, to help you develop goals, and to help to prepare a financial plan that will enable you to achieve those goals. It's very difficult for individuals to be able to stick to a plan, and the financial planner can be that coach to make sure that you're sticking to the plan. What we tell our clients is, "Don't make any major financial decisions without talking to us first." It's not because we don't trust our clients, it's just that we want them to have somebody else to just give them perhaps a different slant on what they're planning to do, so that they can make a wise decision.
Who needs a financial planner?
Almost anybody would be a candidate for a financial planner, whether they had great wealth or whether they had financial problems, because a good financial planner who could work with clients in holistic fashion can help people with problems get out from under those problems.
What types of financial planners are there and how can I choose?
