What does financial planner mean?
Definitions for financial planner
fi·nan·cial plan·ner
This dictionary definitions page includes all the possible meanings, example usage and translations of the word financial planner.
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Financial planner
A financial planner or personal financial planner is a practicing professional who prepares financial plans for people covering various aspects of personal finance which includes: cash flow management, education planning, retirement planning, investment planning, risk management and insurance planning, tax planning, estate planning and business succession planning. The work engaged in by this professional is commonly known as personal financial planning. In carrying out the planning function, s/he is guided by the financial planning process to create a financial plan; a detailed strategy tailored to a client's specific situation, for meeting a client's specific goals. The key defining aspect of what the financial planner does is that he considers all questions, information and advice as it impacts and is impacted by the entire financial and life situation of the client.
Numerology
Chaldean Numerology
The numerical value of financial planner in Chaldean Numerology is: 3
Pythagorean Numerology
The numerical value of financial planner in Pythagorean Numerology is: 5
Examples of financial planner in a Sentence
When I started my apprenticeship with the financial planner, he mentioned he had some concerns about how long I'd be able to stay in the country because of the way DACA was going, now that I know it's going to hold up, I feel like I have a more secure future.
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"financial planner." Definitions.net. STANDS4 LLC, 2024. Web. 29 Apr. 2024. <https://www.definitions.net/definition/financial+planner>.
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