Hire best-in-class Financial Planning consultants & experts

Our invite-only community connects the world’s top
Financial Planning specialists to projects that need execution, now.

Ready in 48 hours.

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Selected clients and partners

What do Financial Planning consultants do?

Our experts are available to guide you through the process of creating and implementing a financial plan for your needs both short-term and long-term. Our financial planning consultants will introduce you to processes and tools which will help you make the best financial decisions.

The world's largest network of Financial Planning consultants

Our Fintalents serve clients in North America, LATAM, Europe, MENA, and APAC.

Talent with experience at
World Map

Hire your Financial Planning consultant in 48 hours

Fintalent is the invite-only community for top-tier independent M&A consultants and Strategy professionals. Hire global freelance M&A consultants and Strategy experts with extensive experience in over 2,900 industries. Our platform allows you to build your team of independent M&A advisors and Strategy specialists in 48 hours. Welcome to the future of Mergers & Acquisitions!

Sergi

Freelance M&A consultant

Barcelona, Spain
7 years experience

Udayan

Freelance M&A consultant

New York, United States
10 years experience

Ferhat

Freelance M&A consultant

Switzerland
5 years experience

Uhriel

Freelance M&A consultant

United States
12 years experience

Lee

Freelance M&A consultant

Vietnam
4 years experience

Why should you hire Financial Planning experts with Fintalent?

Trusted Network

Every Fintalent has been vetted manually.

Ready in 48h​​​

Hire efficiently. Your M&A team is ready in 2 days or less.​​​​

Specialized Skills​

Fintalents are best-in-class - and specialized in 2,900+ industries.​

Code of Ethics​​

We guarantee highest integrity and ethical principles.​​​

Frequently asked questions

What clients usually engage your Financial Planning Consultants?

We work with clients from all over the world. Our clients range from enterprise and corporate clients to companies that are backed by Private Equity or Venture Capital funds. Furthermore, we work directly with Family Offices, Private Equity firms, and Asset Managers. Most of our enterprise clients have dedicated Corporate Development, M&A, and Strategy divisions which are utilizing our pool of Financial Planning talent to add on-demand and flexible resources, expertise, or staff to their in-house team.

How is Fintalent different?

Fintalent is not a staffing agency. We are a community of best-in-class Financial Planning professionals, highly specialized within their domains. We have streamlined the process of engaging the best Financial Planning talent and are able to provide clients with Financial Planning professionals within 48 hours of first engaging them. We believe that our platform provides more value for Corporates, Ventures, Private Equity and Venture Capital firms, and Family Offices.

Our Hiring Process – What do ‘Community-Approach’ and ‘Invite-to-Apply’ mean?

‘Invite-to-Apply’ is the process by which we shortlist candidates for the majority of projects on our platform. Often, due to the confidential nature of our clients’ projects, we do not release projects to our whole platform but using the matching technology and expertise of our internal team we select candidates who are the best fit for our clients’ needs. This approach also ensures engagement with our community of professionals on the Fintalent platform, and is a benefit both to our clients and independent professionals, as our freelancers have direct access to the roles best suited to their skills and are more likely to take an interest in a project if they have been sought out directly. In addition, if a member of our community is unavailable for a project but knows someone whose skill set perfectly fits the brief, they are able to invite them to apply for the role, utilizing the personal networks of each talent on our platform.

Which skills and expertise do your Fintalents have?

The Fintalents are hand-picked and vetted Financial Planning professionals, speak over 55 languages, and have professional experience in all geographical markets. Our Financial Planning consultants’ experience ranges from 3+ years as analysts at top investment banks and Strategy consultancies, to later career C-level executives. The average working experience is 6.9 years and 80% of all Fintalents range from 3-12 years into their careers.

Our Financial Planning consultants have experience in leading firms as well as interfacing with clients and wider corporate structures and management. What makes our Financial Planning talent pool stand out is the fact that they have technical backgrounds in over 2,900 industries.

How does the screening and onboarding of your Financial Planning talent work?

Fintalent.io is an invite-only platform and we believe in the power of referrals and a closed-loop community. Members of our community are able to invite a small number of professionals onto the platform. In addition, our team actively scouts for the best talent who have experience in investment banking or have worked at a global top management consultancy. All of our community-referred talent and scouted talent are subject to a rigorous screening process. As such, over the last 18 months totaling more than 750 hours of onboarding calls, of which only 40% have received an invite-link after the call.

What happens if I am not satisfied with my Financial Planning consultant’s work?

During your initial engagement with a member of our Fintalent talent pool with no risk. If you are not satisfied with the quality of your hire for any reason then we are able to find a replacement at short notice. There is no minimum commitment per project, but generally projects last at least 5 days and can last 12+ months.

Everything you need to know about Financial Planning

What is Financial Planning?

Financial planning is an umbrella term for a wide variety of different resources that help with economic and personal finance issues. Financial planning is a process of creating and implementing a financial plan for your needs both short-term and long-term. You might have noticed there was no mention of retirement plans or investment advice – these are part of the picture, but they’re far from the whole story. Fintalent’s financial planning consultants observe that so many people get overwhelmed by all the different services they provide that they just go back to work and hope everything works out in the end.`

Main components of financial planning.

Client-Centered Planning. Financial planning isn’t just about numbers on paper. It doesn’t come down to a simple equation – “how much money do I need today and what percentage should go into each asset class?” or “how much should I save for retirement?” Financial planners can help you answer these questions by helping you create a plan that suits your lifestyle. They’ll advise you on where to invest your money, how much to spend on housing, travel and hobbies, and they’ll also give you advice on healthcare, taxation and other issues that come up as you grow older. However, the best financial plans are more than just a list of numbers.

Relevant, Insightful Advice. This is where the financial planning process can really start to shine. Discussing your goals with a planner is a good place to start, but it’s also important to think about other issues that you’re not so comfortable talking about: career, family, relationships and – yes – money. A financial plan needs to be tailored towards your particular goals and interests.

Financial planners aren’t just about numbers on paper. It doesn’t come down to a simple equation – “how much money do I need today and what percentage should go into each asset class?” or “how much should I save for retirement?” Financial planners can help you answer these questions by helping you create a plan that suits your lifestyle. They’ll advise you on where to invest your money, how much to spend on housing, travel and hobbies, and they’ll also give you advice on healthcare, taxation and other issues that come up as you grow older.

Investment Advice. Of course, financial planners can provide investment advice – but it’s not all about picking the right stocks. The biggest part of this topic is retirement planning. However, don’t let that term make you think everything is old people in rocking chairs! Most people are still working past the age of 60; those who don’t need to think about how they’re going to keep contributing towards their mortgage or pay the housekeeper while they’re cruising the Mediterranean in retirement.

There are plenty of ways that retirement plans can be structured. Some financial planners will take a “do it yourself” approach, giving you advice on how to invest your money and set up a portfolio that you can manage yourself. Other planners will choose investments for you. Whichever route you choose, the planner should make sure your portfolio is appropriate for your goals and risk tolerance.

Of course, financial planners can provide investment advice – but it’s not all about picking the right stocks. The biggest part of this topic is retirement planning. However, don’t let that term make you think everything is old people in rocking chairs! The planner should make sure your portfolio is appropriate for your goals and risk tolerance.

Tax Planning. This one can be tricky. You’re probably not thinking about these tax issues when you’re coming up with your financial plan, but there are some big changes in the world of taxation since you were a student. Financial plans will have to take these changes into account, and the planner should have a good understanding of how they’ll impact on you.

Let’s go back to retirement planning for a minute. You’re going to have to think about what happens when you reach retirement age, right? Do you want your assets to go towards your partner? Your children? It might surprise you, but this is an important part of financial planning that’s often overlooked – and it might cost you later down the road.

Let’s go back to retirement planning for a minute. You’re going to have to think about what happens when you reach retirement age, right? Do you want your assets to go towards your partner? Your children? It might surprise you, but this is an important part of financial planning that’s often overlooked – and it might cost you later down the road.
Insurance Planning. A lot has changed in insurance in the last few years. For example, life insurance is no longer a simple way for people to save for their retirement (although there are still lot of people who find that traditional pensions just aren’t enough). Insurance is a complicated product that’s really worth spending some time learning about. A good financial planner will be able to share their knowledge with you and help you choose the right insurance policies for your plans.

also want to talk to them if you’re trying to decide whether to make your own investment decisions or let a financial planner do it for you. The best planners will get recommendations from other clients, which basically means that they have the best track record for matching clients with investments for their goals.

You’ll want to talk to a financial planner if you’ve never opened an ISA before. You’ll also want to talk to them if you’re trying to decide whether to make your own investment decisions or let a financial planner do it for you. The best planners will get recommendations from other clients, which basically means that they have the best track record for matching clients with investments for their goals.

Split Advice. Another option is to meet with two or more different financial planners and see which one fits your personality and goals. This is a good option if you’ve got lots of time, but it’s not always the best way – especially if you’re busy. If you can keep it simple, splitting your money between financial planners might work best for you.

The costs of a planner can vary significantly. If your account is a small amount of money and likely to be used infrequently, a basic financial planning package may cost as little as £100 per year – or maybe even less. If your account is worth hundreds of thousands pounds and will be used frequently, the cost will probably be much higher. This is where it comes down to your own personal circumstances – you need to decide if the extra cost is worth it for you.

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Hire the best Financial Planning specialists in 2,900+ industries

Fintalent is the invite-only community for top-tier M&A consultants and Strategy talent. Hire global Financial Planning consultants with extensive experience in over 2,900 industries. Our platform allows you to build your team of independent Financial Planning specialists in 48 hours. Welcome to the future of Mergers & Acquisitions!