Cover Story

Women Finance Consultants

A financial consultant is essentially the same as a financial advisor. Financial consultants or advisors offer clients a big picture analysis of their finances. They break down different aspects of a client’s financial life; including assets, expenses and income, and help them create a financial plan to reach different types of goals. In some cases, a financial consultant may have more financial planning experience than the typical financial advisor. They offer personalized advice to help investors build wealth. They may offer financial planning, identify well-suited investments and guide insurance decisions.