If you are someone who is trying to plan for your future financially, you may consider hiring a financial consultant. These consultants can offer a range of services based on your specific financial goals, but what do they actually help you with?
As someone with expert customer service skills and experience as a car consultant, Jason Grzesik is now looking toward a career in personal finance consulting. Today he shares the types of services financial consultants can offer.
- Meet with you to do an audit of your entire financial life, including any debts, assets, income, and expenses to make recommendations and help with goal-planning
- Help you plan for major financial events such as buying a house, getting married or divorced, planning for retirement, etc
- Manage your investments, depending on their certifications
- Trust and estate planning
- Budgeting your income
- Saving for any kind of major purchase
- If you own a business, they can advise you on business finances
