Build Your
Financial Foundation.
One-on-one review and support for every non-regulated aspect of your personal finances.
What We Cover
Comprehensive Financial Review
Budgeting & Cash Flow
We assist with budget design aligned with your income, expenses, and objectives. Guidance on tracking and planning.
Credit Profile Review
We help evaluate credit profiles and provide guidance on utilization strategies and score considerations.
Debt Strategy Consultation
We assist in developing actionable approaches for debt management, consolidation evaluation, and payment planning.
Financial Goal Planning
We help establish short-term and long-term financial objectives with structured planning frameworks.
Emergency Planning
We guide the development of emergency fund strategies and contingency planning for financial preparedness.
Net Worth Assessment
We assist in evaluating assets and liabilities to help create systems for sustainable financial progress.
Service Fee
Consultation Fee
Initial Consultation
Comprehensive financial review and personalized action plan. Fee structure for ongoing support provided during consultation.
Prefer to Learn and Work Through This Yourself?
Explore FTB Academy — interactive financial literacy education you can work through at your own pace.
Explore FTB AcademyDisclaimer: This service provides educational and consultative guidance for non-regulated aspects of personal finance only. It does not constitute investment advice, tax preparation, or legal counsel. FTB Consultants, LLC does not provide investment advice or recommend securities. For investment advice, consult an appropriately licensed professional. Investment professionals may be researched through FINRA BrokerCheck at BrokerCheck.org. FTB does not act as an investment adviser, securities adviser, portfolio manager, broker, or investment manager. Individual outcomes vary based on personal circumstances and financial decisions. Consult licensed professionals for regulated financial services, tax matters, and investment advice.
