What is a financial planner? It’s the most common question I’m asked. If you ask Wikipedia, a financial planner is ‘a professional who prepares financial plans for people’, which is akin to saying a concreter is a ‘professional who prepares concrete for people’. Not particularly informative.
When talking to people about their financial situation, I often hear ‘I need to look at this more often’. But I’m not sure that’s the answer. Some people may need to spend more time working on their financial situation, but I think for most people it’s just a matter of using the time they already spend focusing on the right things.
Dallas Davison, Michael Hogue and Ali Hogue.