Contributes directly to the process of financial planning for the clients of the firm, offering supervised guidance with life decisions and opportunities to gain a sense of clarity, confidence, and control. Serves as knowledgeable in-house member of team on basic financial planning issues, techniques, and applications. Applies the philosophy that financial planning is the desirable and preferred foundation for most of the investment portfolio work of the firm. Direct and indirect service contact with clients as well as other professionals serving the client needs, to foster a positive long-term relationship between the client and the firm. Co-performs the gathering and analysis of client needs, goals, and profile elements including resources, risk management, lifestyle, budget, tax planning, other holistic elements, etc.