When I meet with my financial planner, he poses me questions about my risk tolerance, short-term and long-term goals, planned expenses, etc. He does not address specific areas of investments like stocks, bonds, annuities,etc. I like that. It is easy for me to speak in terms I can relate to while he executes the physical actions that have the potential to realize my short-term and long-term financial goals. Or as Dana Gardner says in this Briefings Direct podcast (listen or read the podcast) -- just like customers prefer to interface with cloud service providers through SLAs and KPIs and the language of business risk rather than an engineer's checklist.