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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 WACO
    First National Bank Write review for this local business
    2315 E Main St, Lincolnton, NC 28092
    (704) 735-9190  
    Whether you are purchasing your first home, interested in lowering your current mortgage rate or looking to refinance your adjustable rate mortgage to a low fixed rate, we have a team ready to help.
    Warwick Zoe Hill
    1 review: *****
    501 East Blvd, Charlotte, NC 28203
    (704) 444-8026 Write review for this local business

    "she knows her stuff- and works hard to make sure you keep as much money as you deserve! She's done my taxes for 4 years and I WONT go to anyone else. Worth every deductible dollar I pay her. ..."
    Improve Credit LLC
    1 review: *****
    13023 Atkins Circle Dr, Charlotte, NC 28277
    (704) 877-8739 Write review for this local business
    How can you rebuild your reputation after bankruptcy? Our credit repair counselors help customers with identity theft protection and dispute settlement.

    "When I went to Improve Credit, I had 4 credit cards, phone bill, hospital bill, and a voluntary repossession all in collections. My credit score was ridiculously low and I had creditors constantly harassing me on a daily basis. I was reluctant at first because I thought that I would never be able to pay off all of these debts. Meeting Wanda Acevedo was like a breath of fresh air because she was en ..."
    Sunbeam Investments Write review for this local business
    300 W Main St, Cherryville, NC 28021
    (704) 435-2358  
    Edward Jones Write review for this local business
    217 E Main St, Cherryville, NC 28021
    (704) 435-0268  
    H & R Block Write review for this local business
    1010 E Main St, Cherryville, NC 28021
    (704) 435-2345  
    Southeastern Financial Resources LLC Write review for this local business
    421 S Lafayette St, Shelby, NC 28150
    (704) 471-1414  
    Gragg & Gragg LLP Write review for this local business
    9 E Marion St, Shelby, NC 28150
    (704) 482-2001  
    Champion Invest Write review for this local business
    1804 Kings Rd, Shelby, NC 28150
    (704) 481-1467  
    White Investments of Shelby LLC Write review for this local business
    101 W Warren St, Shelby, NC 28150
    (704) 487-9479  
    Raymond James Financial Services Write review for this local business
    310 E Graham St Ste 2, Shelby, NC 28150
    (704) 481-0101  
    White Investments of Shelby LLC Write review for this local business
    119 W Marion St Ste B, Shelby, NC 28150
    (704) 481-9228  
    White Investments Write review for this local business
    118 N Morgan St, Shelby, NC 28150
    (704) 482-2127  
    Sub Factory Investments Inc Write review for this local business
    311 S Battleground Ave, Kings Mountain, NC 28086
    (704) 739-4255  
    First Piedmont Financial Corporation Write review for this local business
    330 S Lafayette St Ste A, Shelby, NC 28150
    (704) 482-3611  
    First National Bank Write review for this local business
    106 S Lafayette St, Shelby, NC 28150
    (704) 484-6200  
    M W Wealth Management Write review for this local business
    201 S Washington St, Shelby, NC 28150
    (704) 482-2694  
    Painewebber Write review for this local business
    320 E Graham St, Shelby, NC 28150
    (704) 476-0100  
    Edward Jones Write review for this local business
    307 E King St, Kings Mountain, NC 28086
    (704) 739-0997  
    Edward Jones Write review for this local business
    203 S Battleground Ave, Kings Mountain, NC 28086
    (704) 739-2476  
    H & R Block Write review for this local business
    824 E King St, Kings Mountain, NC 28086
    (704) 739-2865  
    Edward Jones Write review for this local business
    1427 E Marion St Ste F, Shelby, NC 28150
    (704) 481-0388  
    Kenneth Hafner Write review for this local business
    404 Cherryville Rd, Shelby, NC 28150
    (704) 477-7027  
    First National Bank Write review for this local business
    1225 Gastonia Hwy, Bessemer City, NC 28016
    (704) 629-3906  

    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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