What does a personal financial planner do?
Personal financial planners help families and individuals understand financial products, how they work, and the role of the family in making financial decisions, such as saving for college or retirement. The emphasis on how money management affects families and their futures gives our programs a human dimension — and graduates an edge.
Related Questions
- What is meant by a relevant financial relationship or interest referenced on the planner and speaker disclosure/attestation form?
- How does the SORT TESTSM help the investor and Financial Planner to select investments that fit the investors risk tolerance?
- How does an investment Adviser, financial planner, CPA, or other Adviser work with Family Office Services?
