Financial Planning

A carefully researched way to approach wealth management.

A strong financial plan should paint a comprehensive picture of your finances, lifestyle, and goals. Whether it's charitable giving or legacy planning, we'll help you navigate priorities.

We follow an integrated approach using our Systematic Financial Solution. This method of goal setting, financial analysis, and implementation is straightforward and concise. Like your finances should be.

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Developing Your Comprehensive Financial Plan

Our approach is uncomplicated and analyzes multiple aspects of your wealth situation. From retirement planning to an insurance review, we take all areas of your life into consideration.


Review & Analyze

We’ll work together to identify your goals, values, objectives, priorities, as well as any threats and dangers to your financial success.


Discuss & Decide

Financial coaching will help us align your goals, finances, and life balance. This includes setting savings objectives, calculating sustainable cash flow levels, and comparing your cash flow to your spending levels.


Implement & Monitor

Once we’ve discussed the options and strategies designed to help meet your goals, it’s time to develop and implement your plan. We’ll monitor your results over time, meeting regularly to discuss results and reassess priorities.

Working With Resource Consulting Group

We take a disciplined wealth management approach to help you meet long-term goals. We strive to be the champion of your financial health and provide the resources you need to lead your ideal life.

  • A fee-only compensation structure that helps eliminate conflicts of interest

  • An academic-based investment strategy

  • A focus on placing you at the center of everything we do

Our Approach

Recommended Reading

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Have a plan for your portfolio.

To schedule a consultation with one of our financial advisors, call us at 407-422-0252 or 800-448-0252. You can also fill out this form and someone from our team will contact you shortly.

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