Wealthy Investor Series: Defining Financial Planning

The financial industry uses countless terms to describe and define exactly what it offers to wealthy investors.

Wealthy investors struggle to understand what the differences are between all of these terms and exactly what they are getting when they start working on a “comprehensive financial plan”.  Does a comprehensive plan tell me whether I can buy a boat or just that I need to buy more insurance?  Based upon their experience with various types of advisors, investors have various beliefs regarding what is and what is not part of financial planning.


This report will help advisors and providers understand how investors define financial planning and what their expectations are regarding what is to be included in a financial plan.

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