Definition of a Good Financial Planner

What Is a Financial Planner?

Most of us are aware that there are different types of financial planners for different types of plans. However, we will only concentrate on the financial planners specializing in investments in this discussion.

A good financial planner begins by learning every single thing about you such as your current financial situation and your objectives. He needs to understand all about your income, what you have in your savings, what are your living expenses, your debts, your children and their ages, and any medical conditions, and other similar topics.

The financial planner then discusses with you, what are your specific goals and objectives, which may possibly include when you want to retire, the kind of lifestyle you want in retirement, if you need money reserved for your children’s education, and many others.

You may possibly feel embarrassed sharing such detailed information about you with a stranger. Don’t worry because a good financial planner has a privacy policy stating, in writing, that information about you will not be shared with others. The Marvont Group in Tokyo, Japan recommends that you should request for and thoroughly read the planner’s privacy policy.

In addition, a good financial planner has sophisticated software capable of analyzing all of your financial information and to identify how much you need to save and what rate of return you need to make on your investments so that you can fulfill your goals. Sadly, financial planners find that after running the numbers, a client has to attain an unreasonably high rate of return on his or her investments, and save a lot more than expected in order to achieve their financial or retirement goals.

It’s significant on the subject of realistic financial planning although troublesome to learn. The good news is that it will be better if you’ll be quicker to find where you stand, so that you can begin making necessary adjustments to achieve your goals.

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