Insights
From the Team
Insights direct to your inbox!
Join the Community of people growing their financial knowledge.
We will send you monthly market insights valuable educational topics and team news.
Upcoming Events
We hope you join us for an upcoming event!
We Ignite Women's Conference
Inspiring women in our community!
Ignite passion, foster connection, empower growth, and inspire change. Join us for a diverse experience where women can come together, share experiences, and support one another on their journey to success!
When: Saturday Feb 28th, 9-4pm at the Mt. Vernon Library Commons
Coming Soon
Our next event is under construction.
Please check back to see what's coming.
Past Events
Client Appreciation Event
If you are a Consilium Financial Client, this is for you!
As a thank you for being our valued clients, we are hosting a Client Appreciation Event at the Lightcatcher Museum! Join us for an evening of celebration with food, conversation, and a tour of the museum.
We'd love to see you there!
Savvy Women
Empowering Women in Our Community:
An evening filled with Inspiration and learning about financial challenges unique to women.
Knowledge is the key to getting ahead in life!
Caring for the Caregiver
Did you know?
7 out of 10 people will need some long-term care in the future. An evening of education about the signs to watch for, the solutions available and ways to plan for LTC needs in your future.
Let's Talk Retirement
Prepare Yourself For The Next Steps:
What you need to know about Social Security, how important is estate planning, do I really need to plan for long-term care, how to successfully host a family meeting.
Knowledge is key
Grow your financial knowledge with the information and perspective needed to make confident financial decisions.
Have questions about how this fits into your unique financial situation? We can help.
Educational Insights
Articles and Videos:
What Will You Do With Your Bonus or Windfall?
It May Be Time for a Financial Checkup
Inflation & Your Money
Comparing Mortgage Terms
Investing with Your Heart
How to Conquer the World - 5 Financial Strategies for Savvy
Bridging the Confidence Gap
A Bucket Plan to Go with Your Bucket List
Finding the Balance
Speak to a Professional
No matter where you are starting from you can build a path to a more confident financial future.
Sometimes, a conversation and a different perspective is all it takes to simplify your financial life.
Let’s talk.