# Your advisor: just manages investments does not do financial planning does no...
Canonical: https://social-archive.org/richeddy/S0QGGEap8a
Original URL: https://x.com/TKopelman/status/2051633847607992759
Author: Thomas Kopelman 💵
Platform: x
## Content
Your advisor: - just manages investments - does not do financial planning - does not give you a financial plan - won't even speak the work tax - knows nothing about business planning - waits for you to call them to get a meeting - maybe sees you 1x a year - takes weeks to respond @AllStWealth: - we give everyone a financial plan like the one below - we get everyone's review meetings set multiple months in advance - we live tax planning and have an EA on staff - dives deep into the business and planning around it - meet 3x a year minimum - respond within a few hours You deserve better