Consolidated Planning, Inc.
(617) 306-9952
6115 Park South Drive Suite 200, Charlotte, North Carolina, 28210
About us
Your worth is not measured by your wallet. Far too often, we have seen advisors accept clients based on the size of their assets. Even more so, we have seen individuals deny themselves the advantage of financial advice simply because they believe they don’t have enough wealth to work with advisors. Each and every one of us has dealt with financial frustrations. That is why, at Consolidated Planning, we believe that everyone deserves access to financial advice. Our mission is to help prepare and protect any client, regardless of what’s in their pocket, by organizing their financial worlds and setting them on a course towards true prosperity as they define it.