A financial consultant provides expert advice tailored to your financial goals, whether you're planning for retirement, managing investments, or optimizing your budget. They help you make informed decisions, avoid costly mistakes, and achieve financial security.

The frequency of meetings depends on your financial goals and situation. Some clients prefer quarterly check-ins, while others may need annual reviews or more frequent consultations during major life events like buying a home, starting a business, or retiring.

To make the most of your first meeting, bring financial statements, a list of assets and liabilities, recent tax returns, investment portfolios, and a summary of your financial goals. This helps your consultant understand your situation and provide personalized recommendations.