“I’m a life planner, not a financial planner.”
“So what do you do?” The tone is sceptical.
The speaker recounts the story of a client, who had a huge surplus amount at 65 years of age. He needed a direction to do what his heart desired, not just investment avenues.
“I got it”, the young CFP shrugged his shoulders. “I help people plan vacations, and you help those whose life is a long vacation.”