Consort Clients

We work with clients in many walks of life and have extensive experience helping:

  • Career Changers
  • Small Business Owners
  • Veterans
  • Widows and Widowers
  • Primary and Secondary Educators
Book a CONSORT Appointment | Call 859-254-8330

Career Changers

We understand the complexities of a career change. Let us help you determine a long-term strategy to help you retire with dignity.

Business Owners

We share your entrepreneurial spirit, and we understand the day to day challenges and long-term stresses that can come with building and maintaining a small business.


We have a heart for our service members and can serve as a resource to navigate the VA system, military to civilian transitions and retired veterans. We understand the sacrifices that veterans, especially National Guard and Reservists and their families, go through to support and defend the constitution.

Widows & Widowers

The death of a loved one can often create uncertainty in personal matters. We have extensive experience walking alongside others as they navigate this new chapter of life and will work diligently to ensure that your goals are still intact.


A 13-year teacher in the classroom, I understand your heart for teaching and service. Thank you. We can help you put it to work for yourself.

Book a CONSORT Appointment | Call 859-254-8330