Our Mission

Our consultants can help you  get from here to there.

Most individuals who decide to make a big career or business change make the decision based on financial analysis. That's important but it is only part of the analysis that is needed to make a successful change for you and those people who are most important to you.

We all know people who have sold their business or retired and then realized that they did not really have a plan for what to do next. That is more common than not and has dramatic impacts for both the individual and their family.

Consulariate Advisors (CA) believes that it is critical to plan for an outcome that will meet the expectations of both the individual and the family. An outcome that will be both happy and healthy.

Our holistic  approach focuses on three pillars: Financial Health, Social and Emotional Health, and Physical Health. CA can help you set goals for these three areas and create a plan that will help you achieve those goals.

We don't invest our time and energy in our office space, hardware and software or four-color marketing materials.....we invest in out clients.

Let us help you move from your today to your new tomorrow.