A financial planner is a professional who helps individuals and businesses create a comprehensive financial plan. This includes
analyzing their current financial situation, identifying financial goals
and objectives, and developing a strategy to achieve those goals.
Financial planners may provide advice on investments, retirement
planning, tax strategies, and estate planning. They may also provide
guidance on insurance, risk management, and debt management. Financial
planners need to have strong analytical skills, as well as knowledge of
financial products and investment strategies. They may also require
certification or licensure in financial planning or related fields.
Strong communication and interpersonal skills are also important, as
financial planners need to build and maintain relationships with their
clients.
