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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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    STANDARD LISTINGS:   FINANCIAL-PLANNING-CONSULTANTS IN/NEAR HILO
    Hawaiian Sun Investment Inc Write review for this local business
    163 Kaiulani St, Hilo, HI 96720
    (808) 935-4226  
    Dolan Ron CPA & Associates Inc Write review for this local business
    16 Railroad Ave Ste A, Hilo, HI 96720
    (808) 935-5433  
    Pinnacle Investment Group Write review for this local business
    688 Kinoole St Ste 207, Hilo, HI 96720
    (808) 933-1828  
    Mukai Investment Group LLC Write review for this local business
    100 Pauahi St Ste 109, Hilo, HI 96720
    (808) 935-3506  
    ARA Wealth Management Group Write review for this local business
    117 Keawe St Ste 125, Hilo, HI 96720
    (808) 961-3331  
    Shiraishi Financial Group The Write review for this local business
    116 Hualalai St Ste 100, Hilo, HI 96720
    (808) 969-6722  
    Ameriprise Financial Write review for this local business
    1036 Kilauea Ave, Hilo, HI 96720
    (808) 935-3388  
    Coldwell Banker Realty Write review for this local business
    2 Kamehameha Ave, Hilo, HI 96720
    (808) 935-0399  
    Clyde T Oshiro CPA Write review for this local business
    319 Kinoole St, Hilo, HI 96720
    (808) 935-0885  
    Hawaii Land Realty Corp Write review for this local business
    57 E Kawailani St, Hilo, HI 96720
    (808) 959-1117  
    Paul CLU Moon Chfc Write review for this local business
    58 Kinoole St Ste 107, Hilo, HI 96720
    (808) 934-7878  
    Amenprise Financial Write review for this local business
    80 Pauahi St Ste 203, Hilo, HI 96720
    (808) 933-9608  
    Edward Jones Investments Write review for this local business
    70 Kekuanaoa St, Hilo, HI 96720
    (808) 969-3661  
    Kris Speegle Write review for this local business
    1289 Kilauea Ave Ste D, Hilo, HI 96720
    (808) 969-7767  
    Prudential Financial Write review for this local business
    1510 Kilauea Ave, Hilo, HI 96720
    (808) 935-1948  
    Edward Jones Investments Write review for this local business
    99 Aupuni St Ste 106, Hilo, HI 96720
    (808) 935-1970  
    Ameriprise Financial Write review for this local business
    101 Aupuni St Ste 240, Hilo, HI 96720
    (808) 930-6844  
    Primerica Financial Services Write review for this local business
    32 Kinoole St Ste 105, Hilo, HI 96720
    (808) 933-8787  
    Edward Jones Write review for this local business
    630 Kilauea Ave Ste 104, Hilo, HI 96720
    (808) 935-1757  
    H & R Block Write review for this local business
    111 E Puainako St Ste 101, Hilo, HI 96720
    (808) 959-6253  
    H & R Block Write review for this local business
    2100 Kanoelehua Ave Ste B7, Hilo, HI 96720
    (808) 959-0499  
    Esp Tax Service Inc Write review for this local business
    145 Kuleana Loop, Hilo, HI 96720
    (808) 959-2775  
    Payday Loans and Check Cashing Store Inc Write review for this local business
    80 Pauahi St Ste 102, Hilo, HI 96720
    (808) 935-2274  
    OneMain Financial Write review for this local business
    220 Kamehameha Ave, Hilo, HI 96720
    (808) 935-6611  

    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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