Financial Planning helps develop a plan to live the best life and make the biggest impact possible with your resources. It is centered in helping you identify your goals and working through a process to pursue them. I find it's critical that we go beyond investments, which is where the majority of our profession stops. I believe using a comprehensive approach and scenario based planning drives the biggest impact-where you not only bring items you want to address, but I also proactively bring you items that will be helpful to address based on my experience working with families in a similar position to your current one, as well as families in situations that might be aspirational to where you want to go.