What Is Financial Planning, Really?

Millions of “financial advisors” claim to do financial planning, but what does that really mean? Since financial planning isn’t a legally protected term, anyone can call themselves a financial planner. We will give you the knowledge you need to know the difference between financial advisors that claim to be doing financial planning and those that are actually doing it.

  1. Learn all the components that are involved in comprehensive financial planning.
  2. Discover three reasons why your “financial planner” may not really be doing financial planning.
  3. Learn ten things to look for, and look out for, when shopping for a financial planner.