The Financial Consulate™ is Redefining Wealth.
At the end of the Financial Physical® we will ask you if you are ready to work with us on an ongoing basis. Personal Financial Management is how you work with us over the long term. We will consolidate your available assets with a custodian that allows us to act as an advisor, and reduce your worry and burden in the process.
How Does It Work?
Meet Us First
No cost, no obligation meeting where you interview us.
We’ll review and organize your documents together.
Share Our Thoughts
We’ll tell you our recommendations and the reason behind them.
Start Your Plan
We work together to implement your plan and your portfolio.
Learn what it feels like to be an ongoing Financial Consulate client.
Long-Term Financial Management
Our continued support and assistance for all of life's decisions
What You Get
Experience our knowledge and service before deciding on a long-term relationship. Satisfaction guaranteed.
No commissions. We signed an oath to act in your best interests at all times.
Reviewing your progress. Retirement Planning. Tax Planning. Investment Management.
Objective, comprehensive advice so you can make educated decisions.
Your financial partner. Service and advice when you need us.