It’s Time to #ReIMAGINE the relationship between
your money and your life

“We’re on a mission to make financial planning affordable and accessible to the  #NextGeneration of Professionals.”

Let us help you organize, protect, and focus on your financial future today.

e-book download

We get it. We all get busy and keeping up with our money is not always at the top of our to-do list. Download our complimentary e-book to learn how you can get your finances on track for good.


We’ll give you the tools you need to get your financial house in order


We’ll learn about your goals and help you create a plan of action


We’ll help you fully protect your balance sheet from life’s uncertainties


We’ll work together on a strategy to help you create great savings habits

financial planning for wherever life takes you

Life events are not calendar events and we believe in planning for the unexpected. We'll help you discover where you are today and - more importantly - where you want to be. Then, together we'll make a plan to help you get there while protecting against the risks that could get in your way.

Out of Town?

Live outside of the Charlotte metro area?  Busy with your growing family? No problem.

We offer virtual meetings to make working with us easy and convenient so it fits in with your schedule.

Get in Touch

  i[email protected]



Check the background of this firm on FINRA BrokerCheck

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Trademarks are the property of their respective owners and are used with permission.

BLUEPRINT  is a service mark of Consolidated Planning, Inc. Consolidated Planning Inc. is an agency of the Guardian Life Insurance Company of America (Guardian), New York.

Securities products and services offered through Park Avenue Securities LLC (PAS), member FINRA , SIPC. OSJ: 6115 Park South Drive Ste 200, Charlotte, NC 28210.

PAS is a wholly-owned subsidiary of Guardian. Consolidated Planning Inc. is not an affiliate or subsidiary of PAS or Guardian.

The Living Balance Sheet® (LBS) and the LBS logo are service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2020 Guardian
Important Disclosures

2020-102564 exp 06/2022

Website Privacy Policy  |  Website Terms of Use