Consolidated Planning - Greg Kitchin
Categories
Financial Services
Hours:
By Appointment Weekdays 9am to 5pm
Occasionally available outside business hours by request
Driving Directions:
Located on the corner of Water Street and 4th St SE.
You will be given a parking spot in the lot behind our building with your appointment. It will be on your left as you travel down 4th St SE.
About Us
INDIVIDUALS & FAMILIES - We help you get financially organized to achieve better and more predictable outcomes.
The world of finance can be incredibly overwhelming. We often times will feel like we have a financial junk drawer just overflowing with different products and accounts. The typical American interacts with 17 different financial institutions (bank accounts, credit cards, investments, insurance, mortgage, etc.) on a regular basis, and none of them talk to one another. On top of that, the average savings rate is less than 5%, and nearly half of all Americans don't have any emergency fund.
At Consolidated Planning we help our clients become world class savers, plan for their future, and obtain a comprehensive view of their entire up-to-date financial situation in one simple and organized page. The best part? In most cases, we are able to achieve this without cutting back and impacting lifestyle. We find holes in the bucket, and reallocate that cash flow to a higher purpose.
BUSINESS OWNERS - We help you monetize the blood, sweat, and years of hard work.
Successful business owners are getting input from so many different places (CPA, attorneys, investment advisors, insurance advisors, media, etc.) that there is often times a lot of incongruence and uncertainty. They may not realize hundreds of thousands of dollars are slipping away. They are so busy working IN the business that they never get a chance to work ON their business. Our clients are able to maximize and protect the value and cash flow of their businesses, which is almost always their biggest asset.
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