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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 RALEIGH
    Morgan Stanley Durham Write review for this local business
    3511 Shannon Road Suite 300, Durham, NC 27707
    (919) 493-5559  
    Our Financial Advisors strive to earn the trust and help achieve the goals of many individuals, families, and institutions.
    Brown Investment Properties Write review for this local business
    440 W Market St Ste 100, Greensboro, NC 27401
    (336) 379-8771  
    Brown Investment Properties, Inc. is a family owned commercial real estate firm incorporated in 1960. 440 W Market St Greensboro NC 27401 (336) 379-8771 http://www.bipinc.com
    Capital Management, LLC Write review for this local business
    628 Green Valley Rd # 204, Greensboro, NC 27408
    (336) 856-2911  
    At Capital Management, LLC, our goal is to simplify your financial life and protect your wealth for future generations. We believe that the best way to do that is by surrounding you with a team of pro
    Johnson Retirement Planning Write review for this local business
    5 W Hargett St, Raleigh, NC 27601
    (919) 876-9841  
    Cunningham Financial Write review for this local business
    112 N Person St, Raleigh, NC 27601
    (919) 876-9449  
    A American Debt Counseling Write review for this local business
    Raleigh, NC 27601
    (919) 501-2982  
    Collegiate Capital Management Write review for this local business
    214 New Bern Pl, Raleigh, NC 27601
    (919) 838-0101  
    Jensen Financial Group Write review for this local business
    Raleigh, NC 27601
    (919) 827-1684  
    AAA Debt Hotline Write review for this local business
    Raleigh, NC 27601
    (919) 501-7752  
    Noble Investment Write review for this local business
    500 Fayetteville St, Raleigh, NC 27601
    (919) 755-0882  
    Merrill Lynch Wealth Management Write review for this local business
    150 Fayetteville St, Raleigh, NC 27601
    (919) 829-2000  
    Visionquest Wealth Management LLC Write review for this local business
    112 E Hargett St, Raleigh, NC 27601
    (919) 433-3560  
    Wisionquest Wealth Management Write review for this local business
    444 S Blount St, Raleigh, NC 27601
    (919) 433-3560  
    Envestnet Asset Mgt Inc Write review for this local business
    150 Fayetteville St, Raleigh, NC 27601
    (919) 839-2310  
    H & R Block Write review for this local business
    134 E Morgan St, Raleigh, NC 27601
    (919) 834-0792  
    Cherokee Investment Partners L Write review for this local business
    137 S Wilmington St, Raleigh, NC 27601
    (919) 743-2500  
    Millennium Financial Write review for this local business
    Raleigh, NC 27601
    (919) 834-1447  
    Millenium Financial Write review for this local business
    Raleigh, NC 27601
    (919) 754-1070  
    Tatum CFO Partners LLP Write review for this local business
    Raleigh, NC 27601
    (919) 781-6310  
    Jaizai Investments Write review for this local business
    308 Parham St, Raleigh, NC 27601
    (919) 803-5371  
    North Carolina State Government Administration Write review for this local business
    1 S Wilmington St, Raleigh, NC 27601
    (919) 707-2660  
    AGE Corporation Write review for this local business
    421 Fayetteville St Ste 1137, Raleigh, NC 27601
    (888) 729-1362  
    Realty Investments LLC Write review for this local business
    1620 Hillsborough St, Raleigh, NC 27605
    (919) 834-8015  
    Jay Adkins Write review for this local business
    1033 Oberlin Rd Ste 200, Raleigh, NC 27605
    (919) 755-1133  

    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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