Financial Planners Redefining Wealth in Delaware, Maryland, Pennsylvania, Virginia & Washington, DC
No one wants to be tied down by liabilities and obligations. The key to achieving financial freedom is to plan! Unfortunately, most people lack the training, knowledge, and experience required to maximize the use of their assets. With so many regulations and nuances involved, it’s no wonder the average person shies away from learning the ins and outs of financial planning.
However, this doesn’t mean you should ignore this vital task! The answer is to team up with a skilled and highly trained financial planner in the Mid-Atlantic.
That’s where Financial Consulate comes in. Our team is staffed with NAPFA-registered Certified Financial Planners™ who maintain continuing education at a higher rate than the CFP® Board requires. We are highly qualified to meet all your financial planning needs.
To get started, please contact Financial Consulate today. You can reach our Hunt Valley, MD office at 410-823-7283 and our Gettysburg, PA location at 717-334-1861.
The Financial Physical® is our trademarked financial analysis 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.
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.