Before we get into the details of what I think is mandatory in a financial planner's tool kit, let's level-set ourselves with what financial planning is all about. Financial planning is the process of making the best use of a person's resources to achieve their life dreams and objectives, through all types of circumstances, economic conditions and the unknown changes that are certain to put up obstacles and roadblocks forever.
The Financial Planner's Toolkit
The right tools are the ones your clients need you to have
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