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There is a difference between the financial planner and financial adviser. The financial planner is an financial architect. Their goal is to take the myriad of financial tools and apply it to the foundation of their clients financial circumstances and often strengthening the foundation and creating the blueprints for a bright future. The financial advisor has the ability to assess the clients current situation and compare it to the plan and make recommendations as to which direction the client should move. It is possible for a professional to build a plan and then not be able to bridge the present situation to the plan.Financial advisers really should be more like investment advisers and financial planners who take a holistic view of their clients financial needs and goals. I hope this helps, thanks.
