Financial Planner

Financial planners work with individuals, families and businesses to help these clients understand their financial circumstances and how to reach their short-term and long-term financial objectives. The clients provide relevant financial information during an initial interview, answering questions about their total annual income, debt obligations, monthly expenses not related to debt, current investment holdings, savings account balances, tax liabilities and insurance plans. Financial planners analyze this information and present realistic, meaningful recommendations based on their clients’ financial situations and goals.

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Last updated: October 25th 2016

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