Our Clients

Let Us Help You Organize, Protect, and Focus On Your Financial Future

Our clients are busy  professionals just like you & we’re ready to help you too.

No matter where you are today we’ll show you the steps to get your finances on track for good.  

Meet Dan & Laura

Dan & Laura have been married for two years and are expecting their first child. They both have good jobs with steady incomes and would like to know if they can afford for Laura to take some time off when their baby arrives.

They bought their first house last year and love to travel to visit their families. They know they need to be planning for their new baby’s future but are worried about their own student loan debt while balancing saving for other goals like their dream of one day owning a home on a lake.

We designed our Starting Line™ process with them in mind; to help you get financially organized, ensure your most valuable resources are protected, and firmly on the path to creating great savings habits while paying down debt.

Let us help you too.

Meet Mark & Tonya

Mark and Tonya were college sweethearts and just celebrated their twelfth wedding anniversary by buying their dream home. Tonya is an IT project manager for a large consulting firm and Mark is a Physician’s Assistant at a local hospital.

They have a six-figure income and three great kids. They want help clarifying their goals now that they are established in their careers and to organize their finances in a way that helps support and protect their growing family.

They know they need to be saving for retirement but are worried about college costs and that their children will have to go into debt to receive a top-notch education.

Through our Parent Process™, we work with you to develop a strategy that balances the competing goals and priorities of growing families.

With a focus on financial organization, full protection and saving at a world-class level, your advisor will help you manage your cash flow to build and protect your balance sheet in support of your family’s most important goals now and in the future.

Let us help you too.

Meet Kara

Kara owns a successful Advertising Agency and has eight full-time and two part-time employees. She’s been in business for five years and has been growing rapidly helping other businesses succeed.

She has concerns about her capacity to continue to grow and wants to offer her employees competitive benefits that help attract and retain key employees. She hopes to transition the business one day to retire early and travel across Europe with her family.

She is looking for help designing a strategy to maximize the value of her business while taking care of her clients and employees.

Our Business Builder™ process was created for the forward-thinking entrepreneur who wants to one day profitably exit or transition their business but today is still building it to its full potential.

By offering our expertise to help assess and maximize the value of your business through organization, strategic goal planning, and employee benefits that attract, reward, and retain top talent, our advisors can help design a strategy to take you through the lifecycle of your business while achieving your personal goals.

Let us help you too.


A: Click the button below to schedule your no-obligation consultation with us today.

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

  [email protected]



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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.

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