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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.
    MAP
    Write review for this local business
    Thode Paul
    Highly experienced financial advisors and specialists serving the Dublin area. We provide a variety of accounting services including tax return preparation, financial planning consultants, bookkeeping services, and more. Our professionals are available to assist you with any accounting needs. Call us for an appointment.

    "Paul Thode knows his business. If you bring him all of your papers, you will be on your way before you can finish a cup of coffee. I have been using Mr. Thode for 12 years and will use him as long as he has his business. I highly recommend Dimond Tax Services! ..."
    1 review: *****
    Write review for this local business

    STANDARD LISTINGS:   FINANCIAL-PLANNING-CONSULTANTS IN/NEAR DUBLIN
    J. Tiger Consulting CPA Cfp Write review for this local business
    790 Laurel St Ste 14, San Carlos, CA 94070
    (650) 551-1040  
    Reliable CPA certified public accountant J Tiger Consulting CPA, best CPA Rates tax preparation income tax preparer, including federal CPA in accounting bookkeeping company services.
    Morgan Stanley San Jose Write review for this local business
    225 W Santa Clara ST Suite 900, San Jose, CA 95113
    (408) 947-2200  
    Our Financial Advisors strive to earn the trust and help achieve the goals of many individuals, families, and institutions.
    Morgan Stanley Sacramento Write review for this local business
    400 Capitol Mall, Suite 1900, Sacramento, CA 95814
    (916) 444-8041  
    Our Financial Advisors strive to earn the trust and help achieve the goals of many individuals, families, and institutions.
    A American Debt Consolidation Write review for this local business
    Pleasanton, CA 94568
    (925) 249-9762  
    Fidelity Investments Write review for this local business
    4500 Tassajara Rd Ste A, Dublin, CA 94568
    (925) 230-6002  
    Bordley Robert R Write review for this local business
    7033 Village Pkwy, Dublin, CA 94568
    (925) 829-7370  
    Sharon Hunt Ea Write review for this local business
    6990 Village Pkwy Ste 206, Dublin, CA 94568
    (925) 479-9379  
    Hhh Investments Write review for this local business
    5601 Arnold Rd Fl 101, Dublin, CA 94568
    (925) 556-2561  
    Hhh Investments Write review for this local business
    6690 Amador Plaza Rd, Dublin, CA 94568
    (925) 828-0197  
    Select Realty Write review for this local business
    7567 Amador Valley Blvd Ste 310, Dublin, CA 94568
    (925) 556-2599  
    Mte Investments Inc. Write review for this local business
    7197 Village Pkwy, Dublin, CA 94568
    (925) 829-4369  
    Blue Water Credit Write review for this local business
    Pleasanton, CA 94568
    (925) 400-6505  
    Broveira Property Group Write review for this local business
    6900 Village Pkwy, Dublin, CA 94568
    (925) 829-8989  
    World Financial Group Write review for this local business
    6500 Dublin Blvd, Dublin, CA 94568
    (925) 828-2372  
    King Morgan D Attorney and Counselor At Law Write review for this local business
    7080 Donlon Way Ste 222, Dublin, CA 94568
    (925) 829-6363  
    Edward Jones Write review for this local business
    6601 Dublin Blvd, Dublin, CA 94568
    (925) 803-1850  
    Primerica Financial Services Write review for this local business
    11875 Dublin Blvd Ste C244, Dublin, CA 94568
    (925) 479-0987  
    Compass Financial Solutions Write review for this local business
    7033 Village Pkwy Ste 210, Dublin, CA 94568
    (925) 803-1400  
    Innovative Financial Group Write review for this local business
    11875 Dublin Blvd Ste B138, Dublin, CA 94568
    (925) 587-2100  
    Chase ATM Write review for this local business
    7201 Regional St, Dublin, CA 94568
    (800) 935-9935  
    Chase ATM Write review for this local business
    7200 Amador Plaza Rd, Dublin, CA 94568
    (800) 935-9935  
    Chase ATM Write review for this local business
    2800 Dublin Blvd, Dublin, CA 94568
    (800) 935-9935  
    Manage Economics Write review for this local business
    6680 Sierra Ln, Dublin, CA 94568
    (925) 803-8870  

    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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