Financial consultant — a personal financial plan and investments
With a financial consultant you can work out where your money goes, make a savings plan, start investing or put your business finances in order. Describe your goal in an order, and consultants will respond. Or check the profiles to see who works with personal finance, investments or taxes.
Financial consultants
How much a financial consultant costs
What affects the price
One question or a full plan
A one-off consultation on a single question and a written financial plan with calculations, drawn up over several meetings, are priced differently.
How much there is to sort out
Several sources of income, loans, foreign-currency savings and accounts in different banks take more time to analyze than a single salary.
A person, a family or a company
A financial model, management accounting or a cash flow forecast for a business is a different amount of work than a plan for one person or a family.
Tax calculations
Working out the tax on income earned through a foreign broker or comparing tax systems for a sole proprietor (FOP) is work on top of the financial plan itself.
Support after the plan
Regular meetings to check the plan against reality and review the investment portfolio are usually paid for separately from the first consultation.
Prices come from specialists' profiles on Nexperity and update automatically. You agree the final price with the specialist directly.
How to find a financial consultant
Two ways — pick the one that suits you
Pick a specialist yourself
- 1Open specialists' profiles and their work
- 2Send a request that describes the task
- 3Once accepted — contact the specialist directly
Post an order
- 1Describe the task, payment and the timing you want
- 2Receive responses from specialists
- 3Pick the best specialist and agree directly
- Free for clients
- Orders can be posted anonymously
- Your contacts open only after acceptance
- No commission on the deal
How to choose a financial consultant
- 1
How the consultant earns
Ask whether only you pay the consultant, or whether they also get a fee from a bank, an insurance company or a broker for products sold: it shapes what they will recommend.
- 2
The consultant's specialization
Nexperity does not check qualifications, so ask what the consultant works on most: personal finance, investments, taxes or company finance — and where they trained.
- 3
Risks in as much detail
Investments can lose value too, so a guaranteed return or a promise of quick profit is a warning sign. Ask for the risks of each option to be explained as fully as the possible income.
- 4
Money and access stay with you
The consultant advises, and you make the decisions: do not hand them money to invest, or passwords and codes for your bank or brokerage account.
- 5
What the result will be
Agree in advance whether you will get a written plan or a spreadsheet with calculations, how many meetings the price covers and whether you can follow up with questions later.
What to put in the order
What it is about: personal finance, investments, taxes or business finance
Your situation in general terms: sources of income, loans, savings
Goal and planning horizon: an emergency fund, a big purchase, retirement or growing a business
For a business: sole proprietor or company, its industry and whether management accounting is kept
What you want to get: one consultation, a written plan or ongoing support
Meeting format and language, payment and desired deadline
Questions about Nexperity
How Nexperity works — separately for clients and for specialists
For clients
Nothing. Searching for specialists, sending requests, posting orders and receiving responses are free.
No. You agree the price and the payment method with the specialist and pay them directly. Nexperity does not take payments and is not a party to your deal.
A request goes to one specialist — from their profile. An order is posted for everyone: specialists send you responses, and you choose which one to accept.
How the specialist will do the task, a price — fixed, a range, hourly or “on request” — and, optionally, an estimated timeline.
30 days from publication: all that time it is visible in the feed and specialists can send responses. The exact end date and time are shown on the order in your account. From that moment the order is closed and a response can no longer be accepted. You can cancel it earlier, and if no specialist turned up, post a new one.
Yes: you can hide your name and photo in an order. The anonymity lasts until acceptance — the specialist whose response you accept sees your name and photo. The task description is public: anyone visiting the site can read it.
Only after acceptance — when you accept their response or they accept your request. And only the contacts you chose to show.
After acceptance you see the contacts the specialist chose to show, and they see the ones you chose. You can also message on Nexperity when the chat is on: on an order you decide that, on a direct request the specialist does.
Once the work is done, mark the order or the collaboration completed in your account — then you can say whether you recommend the specialist. A review can only be left for a collaboration that happened through Nexperity: one per specialist, which you can change or delete at any time.
For specialists
Nothing for now: this is the free period, and no subscription is needed yet. Nexperity takes no commission on deals — you settle with the client directly.
Sign up, fill in your specialist profile and add your services — each with a category, a description and a price. Once the profile is complete, it appears in search and on the category pages.
Two ways: clients send you requests from your profile, which you can accept or decline; and you see public orders in your categories in your account and can respond to them.
You describe how you will do the task and give a price and, optionally, a timeline. The client compares responses and accepts one.
Contacts set to “Public” are visible to everyone on your profile. A client sees contacts set to “After connection” once you accept their request or they accept your response. “Hidden” ones are not revealed in new connections: a contact already revealed to a client stays visible to them.
Each service has a fixed price, a range, an hourly rate or “on request”. Prices show on your profile and in search results, and you agree the final price with the client.
Through search and the category pages of your services. The order depends on your clients' reviews — how many of them recommend you — and in search also on how well your services match the query.
A photo, a description, your region and way of working — online or in person — your contacts and a portfolio: photos of your work, each with a short caption if you like.
A client leaves a review after completed work, and only for a collaboration through Nexperity: they say whether they recommend you and may add a few words. Each client counts once, however many times you work together.
Related categories
Are you a financial consultant?
Get orders from your category and respond to them — with no commission on deals.