Financial Planner

Definition

A professional who helps create a financial plan tailored to your goals and circumstances. They can assist with everything from budgeting to retirement planning.

What to consider

Choose a planner who listens and understands your unique needs.
Schedule periodic reviews to ensure your plan is current.
Make sure their approach aligns with your long-term vision.

Real world scenarios

Marc consults a financial planner for a big-picture review, including estate planning, insurance, and tax strategies.
A single parent, Jules, leans on a financial planner to structure college funds and manage everyday budgeting demands.
After receiving a significant bonus, Kay hires a planner to maximize returns and allocate some portion to philanthropic goals.