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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

    STANDARD LISTINGS:   FINANCIAL-PLANNING-CONSULTANTS IN/NEAR PORTLAND
    Stancorp Investment Advisers Write review for this local business
    1100 Sw Sixth Avenue, Portland, OR 97204
    (971) 321-8844  
    We provide personal financial planning & investment management to help you achieve your goals & to make your life simpler. Our advice is independent & fee-only. We do not sell products or make commissions.
    NCA Credit Repair Write review for this local business
    511 Center St, Oregon City, OR 97045
    (503) 723-4491  
    Do-it-yourself credit repair. Our legal professionals help you understand your credit. Contact us to learn details about our credit advice and credit counseling services.
    Banc America Investment Specialist Write review for this local business
    1300 SW 6th Ave, Portland, OR 97201
    (503) 419-4053  
    Oregon Pacific Write review for this local business
    1800 SW 1st Ave Ste 600, Portland, OR 97201
    (503) 224-3723  
    Rosenbaum Financial LLC Write review for this local business
    150 SW Harrison St, Portland, OR 97201
    (503) 352-1300  
    Charles Schwab Write review for this local business
    222 SW Columbia St Ste 100, Portland, OR 97201
    (503) 721-2436  
    Investment Management Consultants Write review for this local business
    111 SW Columbia St Ste 1080, Portland, OR 97201
    (503) 248-9064  
    New England Financial Write review for this local business
    2000 SW 1st Ave Ste 300, Portland, OR 97201
    (503) 228-6645  
    Kershaw & Associates Inc Write review for this local business
    1750 SW Harbor Way Ste 330, Portland, OR 97201
    (503) 223-1881  
    Ragen Mackenzie Write review for this local business
    1300 SW 5th Ave Ste 2700, Portland, OR 97201
    (503) 886-2377  
    Senior Investment Group Write review for this local business
    1511 SW Park Ave Apt 1202, Portland, OR 97201
    (503) 248-1688  
    Columbia Investments LTD Write review for this local business
    2896 SW Patton Rd, Portland, OR 97201
    (503) 274-2600  
    Martin W Treece Write review for this local business
    2904 SW 1st Ave, Portland, OR 97201
    (503) 221-0584  
    Northwestern Mutual Life Insurance Write review for this local business
    200 SW Market St Ste 1600, Portland, OR 97201
    (503) 223-7335  
    Kpmg Llp Write review for this local business
    1300 SW 5th Ave Ste 3600, Portland, OR 97201
    (503) 221-6500  
    Mkg Financial Group Inc Write review for this local business
    1500 SW 1st Ave Ste 1020, Portland, OR 97201
    (503) 226-6700  
    H & R Block Financial Advisors Write review for this local business
    1099 SW Columbia St, Portland, OR 97201
    (503) 222-4800  
    What Smart Girls Do Write review for this local business
    Portland, OR 97201
    (855) 480-4742  
    Robert Half Write review for this local business
    222 SW Columbia St, Portland, OR 97201
    (503) 222-9827  
    Crown Capital Securities Inc Write review for this local business
    1020 SW Taylor St Ste 770, Portland, OR 97205
    (503) 228-4925  
    Silver Oak Advisory Group Write review for this local business
    1130 SW Morrison St Ste 610, Portland, OR 97205
    (503) 242-1715  
    Ubs Write review for this local business
    805 SW Broadway Ste 1560, Portland, OR 97205
    (503) 274-4177  
    Lateef Investment Management Write review for this local business
    720 SW Washington St Ste 310, Portland, OR 97205
    (503) 222-9917  
    Harsch Investment Write review for this local business
    1121 SW Salmon St Ste 500, Portland, OR 97205
    (503) 242-2900  

    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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