Montreal Financial Kit

Financial Planner Definition

According to the general financial planner definition, a financial planner will help you develop a detailed strategy also called a financial plan for meeting all your financial goals.

Who and how you choose financial planner is based on the aspects they assess since the kinds of services financial planners offer can vary widely.

Some financial planners assess some or all of the seven (7) aspects of the financial planning. Other professionals call themselves financial planners, but they may only be able to recommend that you invest in a narrow range of products.

The Seven (7) Aspects of Financial Planning

  • Legal Aspect
  • Estate Planning
  • Insurance
  • Finance
  • Taxation
  • Investment
  • Retirement

    • The first approach is to consider your purpose for saving money. Then, when tracking and analyzing your spending habits locate financial planner since you might want to consider outside help. Often, it is easier to meet your objective when you have to be accountable to someone such as a financial planner.

    Over time, it’s a good idea to go back and evaluate any changes in your spending habits
    to determine whether you are getting good value for your money, and whether you are saving. After you evaluate how you handle money, the most critical element is to talk about it regularly.

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