Frequently asked questions

Q: Does The Great Investment Plan offer financial products?

A: No. We do not manage investments, nor do we sell insurance.

Q: What does The Great Investment Plan offer?

A: The Great Investment Plan offers a range of services in our financial, personal, and professional development portfolio. All of our offerings are designed to empower our clients to reach their maximum potential in these areas.

Q: Do you make investment recommendations?

A: No. Investment recommendations come with a fiduciary responsibility. We are not licensed to recommend or sell investment products.

Q: Is a Financial Coach, a Financial Advisor, and a Financial Advisor interchangeable?

A: No, each one has different goals and different responsibilities to the client.

Q: What is a Financial Coach?

A: A Financial Coach supports client-driven goals through knowledge, skills, behavior modification, and accountability to build wealth. They do not provide financial products.

Q: What is a Financial Advisor?

A: Financial Advisor helps to manage existing wealth through financial products and strategies. They are compensated for making a sale and may act based on their interests.

Q: What does it mean to have a fiduciary responsibility?

A: Fiduciary responsibility means that the financial professional must legally act in the best interest of the client, regardless of the impact to them.

Q: What is a Financial Planner?

A: A Financial Planner evaluates the finances of a client and recommends strategies for long-term financial goals. They have a fiduciary responsibility.