Depending upon the practice, financial planners can be very directed, specializing in one form of investment vehicle, or more broadly based, either recommending or with access to multiple types of investments.

The one truism in the profession, however, is that nothing stays the same forever. This applies to both the yield on individual client investments, and clients' goals. To accommodate both of these scenarios, it makes sense to sit down with the client every so often and re-evaluate how their investments are doing compared to the client's stated goals, and whether those goals themselves have changed enough to require a rethinking of the investment strategy for that particular client.

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