Financial Consulting Business

6 Tips For Starting A Successful Financial Consulting Business (2025)

Pat Walls

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Updated: April 14th, 2025

Want to start your own financial consulting business? Here are some tips you should know:

Learn more about starting a financial consulting business:

Where to start?

-> How much does it cost to start a financial consulting business?
-> Pros and cons of a financial consulting business

Need inspiration?

-> Other financial consulting business success stories

Other resources

We've interviewed thousands of successful founders at Starter Story and asked what advice they would give to entrepreneurs who are just getting started.

Here's the best advice we discovered for starting a financial consulting business:

#1: Katherine Castro, founder of Beppo:

We chatted with with Katherine, founder of Beppo ($/month). In our interview, Katherine says:

As someone who's been through the ups and downs of launching a startup, I can tell you that it's not an easy road, but it's worth it

Additionally:

It's crucial to understand your market, your competitors, and your customer's needs before you start building a product or service.

Read the full interview ➜

#2: Adam Hoeksema, founder of ProjectionHub:

We chatted with with Adam, founder of ProjectionHub ($61K/month). In our interview, Adam says:

We had to just keep grinding on creating content even though we had nothing to show for it for months and months.

Read the full interview ➜

#3: Evan Bleker, founder of Net Net Hunter:

We chatted with with Evan, founder of Net Net Hunter ($12K/month). In our interview, Evan says:

Learning through experience is your best bet. Don’t wait until you understand everything perfectly.

Read the full interview ➜

#4: Adam Hoeksema, founder of ProjectionHub:

We chatted with with Adam, founder of ProjectionHub ($61K/month). In our interview, Adam says:

We have focused on producing high quality business plan templates that we allow people to download for free. If they need a business plan, they probably need projections as well, so those business plan template leads become good leads for buying a projection template.

Additionally:

I think my biggest lesson learned for 2023 is that it doesn’t always make sense to diversify a business. I am embracing the fact that ProjectionHub serves a narrow niche with a concentrated custom acquisition model.

Read the full interview ➜