Joe Pagani at
Consolidated Planning
The Path To Your Financial Wellness
The demands of your profession are undoubtedly rewarding, but they can also bring forth unique financial challenges. Student loan debt, uncertainty surrounding retirement planning, insurance coverage, or tax planning may be causing you stress and uncertainty. Take a deep breath. Together, we’ll develop a personalized strategy to manage your debt, maximize your income potential, and help you feel confident in your financial future.
One Strategy For You
Whether you’re in medicine, banking, manufacturing, or commerce, a customized consultative approach positions your needs as the highest priority to plan for the future you desire.
One Place To Organize
Your financial world–investments, retirement planning, income protection, wealth planning–all in one place.
One Trusted Advisor
Your profession, industry, and business demands expert counsel that is customized, integrated, and tailored to meet your specific needs.
– Joe Pagani
Your Personal Planning Process
A transformative approach to organizing your financial world, safeguarding your family, and paving the way to your unique definition of success. Our specialized personal planning services prioritize comprehensive financial strategies, not mere products. Collaboratively, we uncover hidden blind spots, optimize your resources, track your progress, and shape a compelling vision for your future.
Maximize My Retirement Income
Reduce Taxes With Qualified Plans
Prioritize Your Financial Well-Being
Schedule A Call
Let’s talk about where you are and where you want to be. We’ll define what you want and don’t want out of life to best organize your financial world.
Step Into Action
Acknowledge and build a strong relationship with your finances to unlock a world of possibilities for your future.
Feel Confident
Educating and guiding you throughout the process, so you feel confident to implement financial practices that align with your own values, your family’s needs, and your long-term goals
Let’s talk about where you are and where you want to be. We’ll define what you want and don’t want out of life to best organize your financial world.
Acknowledge and build a strong relationship with your finances to unlock a world of possibilities for your future.
Educating and guiding you throughout the process, so you feel confident to implement financial practices that align with your own values, your family’s needs, and your long-term goals
