There is a lot of confusion around what a financial planner does.

The best financial planners don’t just do one thing. They help you manage your entire financial life.

This picture above from Max Pashman does a really good job of showing everything that a GREAT financial planner actually does.

Planning is a verb and a never-ending process.

Financial planning done well is a team effort.

You need a good quality ecosystem of professionals working together and pulling in the same direction. A trusted advisor gets everybody on the same page – orchestrates and pulls it all together with clear communication.

Financial planning done well has immense value.

 

The above article was written and adapted by Marius Kilian.

Sources

* Taken and adapted from: “What Real Life Financial Planning Looks Like?”

https://thomaskopelman.com/2023/09/sept-6-what-real-life-financial-planning-looks-like/