What types of client cases might a CPA financial planner work on?
CPA financial planners and Personal Financial Specialists are in the unique position to build long-lasting relationships with clients, making a difference in their lives and getting to know them beyond the financial statements. They help clients navigate technical issues like tax consequences of property exchanges and retirement planning which can be stressful transactions or events for people. They coach clients and help them attain a satisfying quality of life, which goes beyond the numbers. Each day for a CPA financial planner is different and each client has a unique situation.
