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Financial Planner: Defined

What Is A Financial Planner?

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A financial planner helps people meet their financial goals by:

  • Helping you define your overall goals.
  • Identifying the resources you have available to meet your goals.
  • Developing and implementing a plan to reach those goals.
  • Monitoring your progress toward your goals.
  • Re-evaluating your plan and your goals when necessary.

People who specialize in selling investments and/or insurance often call themselves "financial planners." Both investments and insurance are key parts of a financial plan. However, unless those individuals take a comprehensive, coordinated approach to improving your financial health -- analysing how all the pieces of your financial life fit together -- they are not likely to meet the definition of the type of financial planner most likely to satisfy your needs.

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