How is a financial planner different from other financial advisors?
Financial planners are individuals who know how to use the financial planning process, the big-picture approach, to help you figure out how to meet your life goals. They examine and explore all your needs and can help you with budgeting and saving; and tax, investment, insurance, retirement and estate planning. While they may work with you on a single financial issue, it is always within the context of your overall situation. This big-picture approach to your financial goals sets planners apart from all other financial advisors, who may have been trained only to focus on one particular area of your financial life. See Mistakes & Misconceptions to ensure you don’t have some of the more common misconceptions about financial planning.
