This question is about what a finance consultant does.

What is finance consulting?

By Zippia Team - Dec. 9, 2022

Finance consulting is when financial consultants help an individual or a company build wealth.

The main objective of finance consulting is to assist clients with developing comprehensive long-term financial strategies to increase their wealth. Financial consultants are heavily involved in the buying and selling of investments. They also help turn complicated financial concepts into actionable strategies.

Finance consultants may help individual clients with many different needs, such as figuring out ways to save for college, save for retirement, start investing, or have more money available to meet regular expenses. They also see clients that are on the cusp of major life changes like marriage, divorce, job transitions, or the birth of a child.

When helping companies, corporations, and other organizations, financial consultants might help strategize on investments, identify possibilities for additional revenue streams, or find other ways to increase profits, and cut costs.

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