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How We Serve

You deserve a solid financial plan that supports your values and goals.

We know how important it is to have someone you trust for financial advice. Trust is built over time and our process is designed to earn it. Your customized financial plan encompasses the following components.



No cost, no obligation meeting where you interview us. We’ll review and organize your documents together.


Start Your Plan

We’ll tell you our recommendations and the reason behind them. Once approved, we work together to implement your plan and your portfolio.


Long-Term Financial Management

Learn what it feels like to be an ongoing Financial Consulate client. Our continued support, reviews, and assistance for all of life’s decisions

Work with Our Financial Planners

Whether you’re building a new career, starting a family, or approaching retirement, financial planning is wise for people in all stages of life. Choose Financial Consulate as your CFP to take advantage of our educational, ethical approach to financial planning.

We operate completely independently and offer fee-only services to keep your vision in line with our recommendations at all times. Our highly experienced CFPs have all signed a Fiduciary Oath, solidifying their commitment to always work in our clients’ best interests.

To begin your partnership with a trustworthy financial planner, please contact Financial Consulate today.

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