Financial planning isn’t about money. It’s about people. What makes sense for your neighbor or your cousin or the business down the block doesn’t necessarily make sense for you. So it’s not enough for a financial planner to be an expert in every investment product and resource out there. Your planner needs to become an expert in you as well. Your needs. Your goals. Your dreams. The first investment a quality planner should make is an investment of time in really getting to know you.
