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What is "Faux Financial Planning"? Thumbnail

What is "Faux Financial Planning"?

What is a Faux Financial Planner?

In the world of financial planning, it can be easy to be charmed by the big, beautiful picture of a comfortable retirement plan that will allow you to do everything you dreamed of in your golden years.

Though that is exactly what all planners hope for each of their clients, there is so much more to crafting a unique financial plan than simply buying the right investment products.

Many “planning companies” focus too much on pushing products versus providing a service. We call this faux financial planning.

You can read a bit more about it in Advisor Perspectives here and you can also watch this short video to give you a quick idea of the one question you need to be asking your planner - your current or prospective one.

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