Financial Planning

how can we help you?

Contact us at the Consulting WP office nearest to you or submit a business inquiry online.

Financial Consulting by Kiran patel, really helped us achieve our financial goals. The slick presentation along with fantastic readability ensures that our financial standing is stable.

Indiangirl
Hetal Shah
IT Consultant, Wells Fargo

Are you looking for

Range of industries

No Loss investments
Kids college education plan
Tax advantage investment plans
Retirement plan
Indexed product investments
Mortgage protection plan
SEP IRA for business owners
Annuities investments
Government qualified plans
Insurance investments

Strategic & tactical planning

Our renowned coaching programs will allow you to:

  • Work fewer hours — and make more money
  • Attract and retain quality, high-paying customers
  • Manage your time so you’ll get more done in less time
  • Hone sharp leadership skills to manage your team
  • Cut expenses without sacrificing quality
  • Automate your business, so you can leave for days, weeks, or even months at a time

Strategy development

  • One
  • Two
  • Three

You can transform your business to a revenue-producing asset that lets you work as much or as little as you want.

Strategic plan development

  • One
  • Two

Research beyond the business plan

Good strategy is the antidote to competition. Strategic thinking is the process of developing a strategy that defines your value proposition and your unique value chain. This process includes market and competitive research as well as an assessment of the company’s capabilities and the industry forces impacting it.

Good strategy is the antidote to competition. Strategic thinking is the process of developing a strategy that defines your value proposition and your unique value chain. This process includes market and competitive research as well as an assessment of the company’s capabilities and the industry forces impacting it.

Good strategy is the antidote to competition. Strategic thinking is the process of developing a strategy that defines your value proposition and your unique value chain. This process includes market and competitive research as well as an assessment of the company’s capabilities and the industry forces impacting it.

Looking for a First-Class Business Plan Consultant?