Consult

Working through your top financial challenges

Guidance To Move You In The Right Direction

CFG Consult gives you direct access to one of our Certified Financial Planners^™. You pick your two most pressing financial issues and we’ll work with you to understand your goals and develop a plan to help you tackle them. Rest assured we’ll be here after your plan is developed to ensure you’re moving forward and help with any additional questions.

Pick Two

Student loans, a growing family, buying a house, investing. Pick two issues that have been on your mind and one of our Certified Financial Planners^™ will help develop a mini-plan to help tackle them.

Schedule a Free Consultation

Student Loans

How do I pay off my student loans as efficiently as possible?

What options do I have for paying for graduate school?

Is consolidating my student loans advantageous?

Job Change

What should I do with my old 401(k)?

How do I maximize my new employer’s benefits?

New Business

How do I begin starting a new business?

What steps can I take now to start a new business in the future?

Should I invest in my friend’s start-up?

New Business

How much life insurance do I need?

Should I purchase disability insurance?

Is my homeowners insurance adequate?

Estate Planning

Do I need a will or any other estate planning documents?

What happens to all my assets after I’m gone?

Growing Family

What is the best way of beginning to save for my child’s education?

How do I go about saving to buy a home?

Can I afford to send my kids to private school?

Investments

Are my investments allocated appropriately?

Am I paying too much in investment expenses?

How should I allocate my 401(k)?

Something Else

Am I paying too much in taxes?

Am I saving enough to meet my retirement goals?

How do I achieve financial independence?

Are my values aligned with my time and money?

How do I negotiate a raise?