Our Services
What does working with Consort Financial Partners look like?
Initial Consultation
Our first meeting will be to get to know you and your goals. We will ask questions and listen to what is most important to you. At the end of the conversation, we will know if we are a good fit for you and if you are a good fit for us and plan to go forward.
Building Your Plan
We are a fee-based fiduciary firm that specializes in holistic planning and investment management. During our onboarding stages we will work with you on the following goals.
Emergency Funds & Cash Flow
We always encourage our clients to have a minimum of 3-6 months expenses saved for unexpected events. We will also ask about your overall cash flow, assets, and income to get un understanding of your finances to help achieve your goals.
Retirement
The next conversation will be about your retirement. What do you already have in place? Do you have enough to live the way you want in retirement? Discussing retirement ensures you have financial security once you are ready to stop working.
Insurance / Goal Protection
We also discuss insurance needs; Wilson can help you determine if you have enough life insurance, disability insurance, or if you need to acquire more. He can help you get quotes and guide you through the process.
Small Business
As a small business owner, I understand the unique challenges of running a small business. With our small business owners, we team with your CPA, attorneys and other professionals to ensure you are getting the most from your business and that you care for your employees in the smartest way. We also understand that every business will need a transition plan and we can help you plan in that area.
Estate
We will ask if you have a will in place, power of attorney, and medical power of attorney. If you do not, we can help facilitate a meeting with a lawyer to create these essential documents. We also answer questions about accounts or options for children and grandchildren. Whether that is a college fund, a custodial account, or even setting up a trust, we can help you plan for their futures.
Annual Reviews
To ensure we are meeting your goals, we will review your accounts at a minimum of once each year. That does not mean you cannot get in touch with us sooner; we would be happy to answer your questions whenever you have them.
Our Process
A common strategy to solving a puzzle is to first find the four corners. While your puzzle is unique, we always start with the following financial corners:
- Having emergency cash and understanding your budget
- A retirement plan
- A plan for your estate
- Insurance to protect your goals
Once the corners are in place, we can help solve your unique situation
