As a EY Financial Planner working at EY Navigate I get to play a crucial role in assisting clients with comprehensive financial planning and guidance. Responsibilities typically include analyzing clients' financial situations, understanding their short-term and long-term financial goals, and developing tailored financial strategies to help them achieve those objectives. As a planner I have the amazing opportunity to work on various aspects of personal finance, such as budgeting, saving, investing, retirement planning, tax strategies, and estate planning.