What does a financial planner do?

“I get it that financial planning might seem dull and unexciting to some. And I am not saying that you need to care about my own financial planning practice. But you should care about your own financial planning.

Part of the issue is that a lot of people don’t really know what a financial planner does. It seems like when I say, “financial planner”, some people will hear “mutual fund salesperson” and they assume the extent of my job is trying to pick better mutual funds for people to invest in.”

Smart Money_ What does a financial planner do_ – Alaska Highway News

This article was posted in All Columns, Planning Encyclopedia.
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