"Is your financial planner someone you consult on operational decisions, or primarily on investment strategy? The answer changes how I approach this."
"Running technology decisions by a financial planner is an interesting approach — I'd be curious what their evaluation criteria would be. Can you share what you expect them to look at?"
"I can give you a structured one-page brief that covers the questions a financial planner would ask — ROI, risk profile, implementation cost. You can hand it to them directly and let me know what they think."
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