I thought financial planners only handled investments? What is the “financial planning process”?
The Certified Financial Planner Board lists 72 “Principle Knowledge Topics” needed to be a financial planner; “Investment strategies” is only one.
Before becoming a client, most people will meet with us two or three times. The initial meeting is for fact finding and determining if we are a good fit for each other. The second meeting is for presentation and discussion of our recommendations. The third meeting is to implement the recommendations that you select.