What Does a Financial Planner Do?

2017-11-22T11:18:15+00:00

How do the services of a financial planner compare with those of an adviser, investment manager or other financial person? What does a financial planner do, exactly?

A seemingly straightforward question, yet the answer may not be simple. I like to refer to my favorite metaphor — food preparation. A financial planner helps you create the […]

What Does a Financial Planner Do?2017-11-22T11:18:15+00:00