2 Tips For Starting A Successful Retirement & Personal Finance Consultant (2024)

Updated: January 19th, 2023
Become A Retirement & Personal Finance Consultant

Want to start your own retirement & personal finance consultant? Here are some tips you should know:

Learn more about starting a retirement & personal finance consultant:

Where to start?

-> How much does it cost to start a retirement & personal finance consultant?
-> Pros and cons of a retirement & personal finance consultant

Need inspiration?

-> Other retirement & personal finance consultant success stories
-> Examples of established retirement & personal finance consultant

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 becoming a retirement & personal finance consultant:

#1: Joseph Lucey, founder of Secured Retirement:

We chatted with with Joseph, founder of Secured Retirement ($0/month). In our interview, Joseph says:

Mistakes aren’t setbacks - they just show you how to do something better next time.


Read the full interview ➜

#2: David Martínez de Lecea, founder of Exirio:

We chatted with with David, founder of Exirio ($0/month). In our interview, David says:

Why shouldn’t everyone have the opportunity to plan for a life of financial freedom?


Read the full interview ➜