Although this kind of profession is different than handling a business, a career as a financial planner is like running your own business. To deal with people with their varying financial requirements is a differnt territory. As a financial planner where the mindset is to be proactive, solutions are set up or done for prevention rather than to act only when problems arise. Its a career to help solve their problems and not encounter them again.
The main task for this profession is to discover the clients'needs and help map out solutions to address them. That means taking time to understand each person's financial situations, values and goals, whether it be ensuring that families maintain ther standard of living and keep their homes if something unexpected happens or to provide needs-based analysis and solutions to help families build estates for their children and grandchildren.
In establishing a client-financial planner relationship, trust is an important factor. A good financial planner should be someone you can talk to about your finances and plans for your loved ones. The financial planner will be the one to take care of your dreams and make sure that they come true. This is a relationship that should blossom into a friendship through time.
