Our Mission
Your worth is not measured by your wallet. Far too often, we have seen advisors accept clients based on the size of their assets. Even more so, we have seen individuals deny themselves the advantage of financial advice simply because they believe they don’t have enough wealth to work with advisors.
Each and every one of us has dealt with financial frustrations. That is why, at Consolidated Planning, we believe that everyone deserves access to financial advice.
Our mission is to help prepare and protect any client, regardless of what’s in their pocket, by organizing their financial worlds and setting them on a course towards true prosperity as they define it.
Our Approach
We believe everyone deserves access to financial advice. That is why we make it easier for individuals to manage their assets through financial professionals, regardless of the size and sum of the assets in question. We are not motivated by products or sales. You are our motivation, and we are here for you, regardless of who you are.
Our goal is to guide clients through all of life’s major milestones. For that reason, our approach is holistic. We do not offer advice on single-use issues. Instead, we take a deep dive into what each client wants for their wealth and create financial plans that attack it from every angle.
Typically, our approach follows these basic principles:
You never have to go it alone.
We approach every client with a blank slate. There are no preconceived notions of what you need because of what you look like or how much money you have. We understand that everyone is different and will require different strategies for reaching their financial goals with confidence.
How we approach insurance.
Let’s be honest. There are lots of insurance products out there. But, chances are, most of them aren’t right for you. When you sit down with us, we’ll make sure you understand how different insurance policies work, how much they cost, and why (or why not) they may fit your needs with no hard sells or complicated jargon.
How we approach investing.
We’ll help you understand how much you should be saving, how you should be investing, and what you might expect to have when you’re ready to stop working. Because the best way to find your way to a successful retirement is to make sure your eyes are wide open.
