Our services

financial Planning #ReIMAGINED

We pay for all of our other bills monthly, so why not for financial guidance too?

We offer financial planning & consulting services for an annual fee*, paid monthly for your convenience, and delivered by your dedicated Representative.

Once we have designed your plan, any products or services that we may recommend can be implemented by our firm or, when necessary, through collaboration with your other professionals.  We’ll work with you every step of the way to make sure you understand our recommendations and what it will cost to implement them. #transparency

No minimums

We believe financial planning should be available to you even if you don’t have money to invest today
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A dedicated Professional

 Someone who understands your unique situation and can help you make decisions without  judgement

your interests first

We believe in a consultative & collaborative experience that puts your goals ahead of financial products

The BLueprint process

BECOME A CLIENT

First, we learn about you and the things that are important to you. We’ll guide you through a series of interactive exercises that provide valuable education and gather basic financial data from you to provide you with immediate feedback about where you are today.

get organized

Next, through our innovative client website, we help you organize a current view of your complete financial picture that will be at the forefront of our planning efforts.

Protect

Because life events happen, we believe it makes sense to put protection ahead of other priorities. Together, we’ll work to discover your real economic value and design a strategy to protect it.

strategize

Our rules-based planning methods focus on  improvements to your cash flow that make it easy to save towards your long-term goals, increase your efforts over time and reduce your debt .

plan

We’ll present you with a written action plan and checklist that highlights the next steps to take to implement your strategy.  

implement & monitor

We’ll help you check each item off the list and will monitor your progress periodically to help make sure you’re staying on track as life happens. We’re only a phone call or email away if you have questions.

Early to mid-career professionals

Get organized, ensure your most valuable resources are protected, and that you’re on the path to creating great savings habits while paying down debt.

Couples and growing families

Design a strategy that focuses on balancing the competing goals and priorities of a fast-paced life with a focus on your family’s financial future.

Forward-thinking entrepreneurs

Maximize the value of your business through organization, strategic goal planning, and employee benefits that attract, reward, and retain top talent. 

   
WHAT YOU GET
Resources
Blog
Articles
E-book
Planning Process
Goal Setting
Protection Analysis
Cash Flow Design
Investment Advice**
Debt Paydown
Plan Implementation
Quarterly Check-ins
Access
Dedicated Professional
Client Website
Online Meetings
Phone/Email Support

Q: What kind of clients do you work with?

A: We’re so glad you asked. Our clients are hard-working professionals who are busy building careers, taking care of their families, and running businesses. They’re serious about planning for their family’s financial future and are looking for help from a qualified professional. If that sounds like you  – let’s talk!

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

Let us help you make smart choices with your money.

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.

*Fee-based financial planning and consulting services are available but may not be suitable or appropriate for all clients or situations. 

**Advisory services offered through Park Ave. Securitites (PAS), a Registered Investment Advisor. 

READY TO Meet?

Contact us today to schedule your initial consultation.

FOLLOW US

 Follow us online and check out our blog for  for tips on how you can get your financial house in order for good.

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
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2020-102564 exp 06/2022

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