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Questions For Financial Planning Consultants

Working with a financial planning consultant can be an essential step in properly preparing for your future. Though many advisors offer their services for personal finances, there are also consultants that work with small businesses, or commercially. Choosing the advisor to trust with your wealth is not an easy decision. Not only do you need to distinguish between personal and business needs, but you need to find a skilled professional that you are comfortable with. Try the following questions when you are interviewing potential consultants.

  • What process do you follow the first time you work with a client?
    Each individual has different financial needs from an advisor. When you sit down for the initial consultation, make sure the planner assesses you personal goals. The professional should discuss setting up a retirement fund, how to manage your investments, and even offer risk management for money that you are looking at spending.

  • What services does your company offer?
    The services that a financial planner offers can range from estate planning, to risk management, to business assessments. You will want to work with someone who meets your needs, so begin by asking! Some firms even have software available for their clients to use on a daily basis, without having to pay an hourly rate to meet with the professionals.

  • Are all of your consultants trained and currently licensed?
    It is important to work with a company that is up to date on current regulations, and with an advisor that can legally manage your personal wealth. It never hurts to ask to see proof of their certifications!
  • Financial Planning Association
    Our professional members are the experts with making informed financial decisions. The financial planning consultants in our association have the experience with money management to meet budget goals.
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    Write review for this local business

    STANDARD LISTINGS:   FINANCIAL-PLANNING-CONSULTANTS IN/NEAR ATLANTA
    Montford Associates Write review for this local business
    3500 Piedmont Rd Ne Ste 225, Atlanta, GA 30305
    (404) 760-7470  
    Independent investment management consulting for corporations, endowments, foundations, & charitable institutions since 1989.
    Southern Barter Club Write review for this local business
    75 Maddox Rd, Buford, GA 30518
    (678) 546-0900  
    Southern Barter Club is in a Barter & Trade Exchange business that offers a variety of product and services to people.
    Bricker & Associates, LLC Write review for this local business
    Atlanta, GA 30301
    (877) 637-6209  
    Public Sector Benefits Planning Group Write review for this local business
    Atlanta, GA 30301
    (877) 926-2928  
    Financial Aid Consultants Inc Write review for this local business
    Atlanta, GA 31131
    (404) 321-3885  
    A American Debt Consolidation Write review for this local business
    Atlanta, GA 31131
    (404) 841-7421  
    AAA Debt Counseling Write review for this local business
    Atlanta, GA 31131
    (404) 841-9789  
    Budget Your Dream Inc Write review for this local business
    Atlanta, GA 31131
    (770) 457-2909  
    Century Oak Financial Write review for this local business
    Atlanta, GA 31131
    (404) 308-9798  
    Cfg Consulting Inc Write review for this local business
    Atlanta, GA 31131
    (404) 467-1100  
    Covington Investments LLC Write review for this local business
    100 Colony Sq NE Ste 350, Atlanta, GA 30361
    (404) 873-3434  
    Keith Massey Family Investment Write review for this local business
    1201 Peachtree St NE, Atlanta, GA 30361
    (404) 870-9133  
    Cartwright Investment Properties Write review for this local business
    1201 Peachtree St NE, Atlanta, GA 30361
    (404) 870-9029  
    Netherlands Foreign Investment Agency-Nfia Write review for this local business
    100 Colony Sq NE, Atlanta, GA 30361
    (404) 879-6760  
    Corbin Investments Inc Write review for this local business
    400 Colony Sq NE, Atlanta, GA 30361
    (404) 881-2866  
    Resurgens Risk Management Write review for this local business
    1201 Peachtree St NE Ste 400, Atlanta, GA 30361
    (404) 873-1561  
    McChesney Capital Advisors Write review for this local business
    1201 Peachtree St NE Ste 1550, Atlanta, GA 30361
    (404) 869-8800  
    Covington Investments LLC Write review for this local business
    1175 Peachtree St NE, Atlanta, GA 30361
    (404) 909-8383  
    Cmb Financial Write review for this local business
    1201 Peachtree St NE, Atlanta, GA 30361
    (404) 812-5307  
    Charles J Gilbert CLU Chfc Cfp Write review for this local business
    235 Peachtree St NE, Atlanta, GA 30303
    (404) 525-8686  
    Diem Investments Inc Write review for this local business
    127 Peachtree St NE Ste 1551, Atlanta, GA 30303
    (404) 522-8577  
    Hanover Stevens Investment LLC Write review for this local business
    191 Peachtree St NE, Atlanta, GA 30303
    (404) 736-3668  
    Caffey Investment Group Write review for this local business
    235 Peachtree St NE, Atlanta, GA 30303
    (404) 736-3643  
    Delanor Kemper & Associates Write review for this local business
    448 Ralph David Abernathy Blvd SW, Atlanta, GA 30312
    (404) 524-0891  

    If you own a business, a financial advisor can help you maintain your wealth while your company grows. Every business has different investment needs based on their risk management plan, and a financial consultant can help you determine yours.

    The first thing the consultant will do is help you set a budget by weighting your debt against your income. If you have cash flow problems, then there is a good chance you need help to repair your credit. Your financial advisor will find a way to balance your expenses with you income, which can help you pay off your bills. They will also advise you on the best ways to save money, like using an allotment from your salary for retirement investments.

    They will then help you develop a wealth management plan. Are there ways your company can invest without taking too big a risk? Your consultant will aid you in making these decisions. They will have many resources at their disposal, such as risk management software, that will help you invest and save your money wisely. It will also help your consultant make the right choices for your company.

    While hiring a financial advisor isn’t free, it may also be what’s best for your company, your clients and your future. This licensed professional can help you keep your estate costs down.

    Most financial advisors have a background in, business, finance or accounting. Many have had extra training in dealing with business wealth and investments. They also usually have to take a course and become certified in their state.

    Hiring a financial advisor for your company is a sound investment in your and your organization’s future.



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