Architects design and build real houses. Similarly, financial planners design and build your financial house.
Job Description
Architect: “I work on new buildings in the regeneration of an area, design alterations to existing buildings, or advise on the restoration and conservation of old properties.”
Financial Planner: “I work on client’s financial matters, design alterations to existing financial plans, or advise on the importance of having realistic financial goals“
Architect: “On every project, I work closely with other professionals, including engineers and surveyors, to make sure that their buildings meet the necessary standards.”
Financial Planner: “On every project, I work closely with other professionals, including accountants, lawyers and doctors, to make sure that their reports, agreements, and contracts meet the necessary standards.”
Architect: “I prepare and present design proposals to my clients.”
Financial Planner: “I prepare and present financial plan proposals to my clients.”
Architect:” oh.. are we doing the same thing?”
Financial planner: “No, I don’t think so. Your clients meet you when they have money to spend. But I meet my clients to ask them to save and invest. I think your job is much easier.”
For more information, see https://kclau.com/wealth-management/architect-financial-planner/