A financial planner is a professional who provides advice and guidance on financial matters to individuals or organizations. They are typically responsible for assessing their client’s current financial situation, identifying their goals and objectives, and designing and implementing a customized plan to meet these goals. However, they can also provide other services such as tax planning, retirement planning, estate planning, investment management, education funding, insurance planning, and more. By taking a comprehensive approach to their clients’ finances, financial planners can help ensure that their short-term and long-term financial outlook is sound.