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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 KUNIA
    Honua Investment Management Inc
    1 review: *****
    1601 Kapiolani Blvd Ste 910, Honolulu, HI 96814
    (808) 949-9988 Write review for this local business

    "it's very good site. good job. do better later i hope ..."
    C & C Tax & Financial Services Inc Write review for this local business
    94-879 Farrington Hwy Ste D, Waipahu, HI 96797
    (808) 671-1617  
    Estate Planning Specialists Write review for this local business
    94-879 Farrington Hwy Ste D, Waipahu, HI 96797
    (808) 677-8814  
    The Group Financial & Estate Planning Consultants Write review for this local business
    94-879 Farrington Hwy Ste D, Waipahu, HI 96797
    (808) 677-8815  
    Re/Max Honolulu Write review for this local business
    338 Kamokila Blvd Ste 206, Kapolei, HI 96707
    (808) 687-8900  
    Advantage Income Tax Service Inc Write review for this local business
    94-615 Kupuohi St Ste 103, Waipahu, HI 96797
    (808) 677-8384  
    Leolua Regent Inc Write review for this local business
    94-246 Leoku St, Waipahu, HI 96797
    (808) 677-3991  
    Al Morinaka Write review for this local business
    1001 Kamokila Blvd Ste 112, Kapolei, HI 96707
    (808) 674-0755  
    Rocco Investment Group Inc Write review for this local business
    5031 Big Red St Apt A, Kapolei, HI 96707
    (808) 682-2888  
    H&R Block Write review for this local business
    590 Farrington Hwy Unit 502, Kapolei, HI 96707
    (808) 674-1934  
    Personal Accountant Inc Write review for this local business
    94-428 Mokuola St Ste 301, Waipahu, HI 96797
    (808) 674-0700  
    Dawn Mira-Whitson Write review for this local business
    94-210 Pupukahi St Ste 208, Waipahu, HI 96797
    (808) 677-1428  
    Aina Nui Corporation Write review for this local business
    1001 Kamokila Blvd Ste 205, Kapolei, HI 96707
    (808) 674-3540  
    Pacific Academy Agency Write review for this local business
    85-979 Farrington Hwy Ste C, Waianae, HI 96792
    (808) 696-9800  
    Dqa Investments Inc Write review for this local business
    2874 Po Box, Waianae, HI 96792
    (816) 600-1516  
    Asian Pacific Investments LLC Write review for this local business
    319 N Cane St Ste B, Wahiawa, HI 96786
    (808) 621-8381  
    RJD Real Estate Write review for this local business
    Wahiawa, HI 96786
    (866) 663-0163  
    H&R Block Write review for this local business
    410 Kilani Ave Ste 103, Wahiawa, HI 96786
    (808) 622-2602  
    H&R Block Write review for this local business
    1652 Wilikina Dr, Wahiawa, HI 96786
    (808) 622-6145  
    Marc Dixon Write review for this local business
    91-1001 Kaimalie St 204, Ewa Beach, HI 96706
    (808) 689-9770  
    Chinen & Arinaga Financial Group Inc Write review for this local business
    95-720 Lanikuhana Ave Ste 220, Mililani, HI 96789
    (808) 548-2234  
    Executive Tax & Financial Services LLC Write review for this local business
    95-735 Maiaku St, Mililani, HI 96789
    (808) 625-9135  
    Century 21 Write review for this local business
    95-221 Kipapa Dr Ste E3, Mililani, HI 96789
    (808) 625-1776  
    Allstate Insurance Write review for this local business
    95-1249 Meheula Pkwy Ste 113, Mililani, HI 96789
    (808) 625-7000  

    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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