Hiring a professional consultant will help you establish and achieve not only your business goals but also your personal goals. We believe it is imperative to take a holistic approach to planning for a business and its owner(s). Whether you are looking to save for retirement or want to preserve a nest egg for your children, the Certified Public Accountants at Steward Ingram & Cooper PLLC have the extensive consulting experience required to assist you with your life long business and personal ambitions.

What Does a Financial Consultant Do?

A financial consultant guides you through your journey, helping you identify your goals and providing the steps needed to achieve them. Here is an example of the process a professional consultant may take to help a client create a personalized strategy to save for retirement:

Analyze Your Current Financial Situation

Your consultant takes a careful look at your business, personal, and financial data as it currently stands. He or she works along side you to determine if the business needs to tweak its compensation plan or seek out other opportunities in the retirement planning solutions both at the individual and company level.

Identify Your Financial Goals

Once your current financial situation is analyzed, your professional consultant works with you to decide your goals. You will answer questions such as “How much do I need to retire?” and “When do I want to retire?”

Identify Your Financial and Tax Challenges

Are there any barriers or uncertainties that may affect your ability to save for retirement? A professional consultant helps you identify these and take them into account when providing your personal strategy.

Implementation and Review

Once the strategy is identified, it is all up to you as to how (or if) you wish to implement it. The professional consultants at Steward Ingram & Cooper PLLC are here to guide you through each step of your plan and will also periodically meet with you to review and revise it, as needed. You never know where life might take you, therefore your professional consultant will help you create a flexible strategy.

Hire a Personal Financial Consultant in Raleigh

Planning for your financial future can feel like a formidable challenge, but having an experienced consultant who knows both the business and personal sides will guide you through the process which takes a lot of that pressure away. When hiring Steward Ingram & Cooper PLLC for personal consulting services, you can be assured that your wealth and assets are being considered with your goals and best interests in mind.