Financial guidance aligned with your unique story and goals.
At Journey Financial Consultants we understand that everyone has a unique story and unique goals and we provide financial guidance tailored to each individual journey. You may have a specific financial product you are looking for or perhaps your financial picture has many moving parts and you need a dedicated plan with comprehensive advice and help with implementation.
Many of the services we provide are likely similar to other financial services organizations, but it is the people on our team, the processes we have established and the company we represent that are different.
Dedicated Planning Services
It is our mission to help people prosper through planning, protection and profit. Our Dedicated Planning Services provide a partner to help build and navigate a dedicated plan that reflects your personal goals. We will apply our collective knowledge, experience and expertise in the field of financial planning to your unique situation in a proactively managed process that aims to guide you toward achieving your goals.
Dedicated planning can be provided as a one-time or ongoing service – whichever meets your needs. Fees for this service depend on several factors but will never be a surprise. Your plan is designed with your best interest in mind.
Managed Accounts Program
Our managed accounts program can help you get on track and stay on track to your investment goals. By offering investment advice with personalized services, our financial professionals can help you make investment decisions guided by your priorities.
We offer both discretionary and non-discretionary managed accounts so you can choose how involved you want to be with investment decisions.
Solutions-Based Strategies (Products)
We offer a wide array of solutions-based strategies. You can expect that we will listen to what it is you’re looking for, what is important to you and what you are hoping to achieve. From there, our experience, knowledge and network of relationships will be applied to find the best product, strategy or expert to assist you.
Which Solution is Right for You?
Depending upon how you choose to engage with us and the products or services we offer you find value in, your needs may be met in one conversation or it may take many! You may have little involvement in the process or a lot. It really comes down to how much you would like to invest in your plan. A simple solutions-based product may be selected and purchased in a single engagement. If you wish to explore when you can retire and what a sustainable monthly income in retirement may be, our comprehensive dedicated planning process involves several meetings. Our team is a unique blend of personalities and strengths allowing us to each appear at different stages of the planning process in areas where we each excel the most.
One thing you can be assured of is that it will be worth your while as we help you receive the financial clarity you are seeking!
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
