Services

The Financial Consulate™ is Redefining Wealth.

Financial Physical®

The Financial Physical ® is our trademarked service that is designed to provide you with a complete overview of your financial situation as it relates to your aspirations and values.  Like a doctor examining your physical health we review your entire financial health.

Personal Financial Management

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.

  • Get Organized

    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.

  • Initial Review

    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

Financial Physical®

Experience our knowledge and service before deciding on a long-term relationship. Satisfaction guaranteed.

NAPFA.org

No commissions. We signed an oath to act in your best interests at all times.

Ongoing Implementation

Reviewing your progress. Retirement Planning. Tax Planning. Investment Management.

Confidence

Objective, comprehensive advice so you can make educated decisions.

Simplification

Your financial partner. Service and advice when you need us.