Our Services
Look, we're not going to pretend financial planning is exciting. But getting it right? That changes everything. Whitfield Consulting helps individuals and business owners stop guessing and start strategizing. We've spent 19 years untangling complicated money stuff so our clients can focus on, well, literally anything else. Here's what that looks like.
Each service is delivered by experienced professionals, with a clear plan and a satisfaction focus.
Service 3
We map out your retirement in detail—not vague predictions. Social Security timing, pension optimization, withdrawal strategies. The goal's simple: you retire when you want, not when you run out of money. We'll stress-test your plan against market downturns and inflation because surprises are for birthday parties.
- Projected income analysis across multiple scenarios
- Social Security optimization strategies
- Tax-efficient withdrawal sequencing
- Annual plan reviews and adjustments
Service 2
We build portfolios matched to your actual risk tolerance—not some theoretical number. Regular rebalancing, tax-loss harvesting, diversification that actually works. And we don't chase performance or panic when markets do their thing. Boring beats flashy every single time.
- Personalized asset allocation design
- Ongoing portfolio monitoring and rebalancing
- Tax-loss harvesting implementation
- Quarterly performance reporting
Service 1
Running a business and managing your personal finances simultaneously is chaos. We handle succession planning, owner compensation strategy, business valuation, and exit planning. Think of us as your financial co-pilot for the business side of life.
- Business valuation and succession planning
- Owner compensation optimization
- Entity structure analysis and recommendations
- Exit strategy development
Service 3
We work with your accountant to identify actual tax-saving opportunities throughout the year. Not creative accounting. Not aggressive strategies. Just smart, legal moves that let you keep more of what you've earned. Coordination matters more than you'd think.
- Year-round tax strategy development
- Estimated quarterly payment planning
- Charitable giving optimization
- Accountant coordination and communication
Service 2
Your stuff should go to who you want, when you want, with minimal taxes and family drama. We don't write legal documents—that's for lawyers. But we help you think through the strategy, beneficiary designations, and trust structures that make sense for your situation.
- Estate plan analysis and recommendations
- Beneficiary designation review
- Trust strategy consultation
- Charitable giving framework design
Service 1
Money conversations wreck relationships. We mediate, translate, and help couples get on the same page financially. Not therapy—strategy. You'll leave with aligned goals, clear money roles, and (hopefully) fewer arguments about spending.
- Financial values and goals alignment sessions
- Budget and spending plan coordination
- Debt payoff strategy development
- Communication framework training
Need a Custom Solution?
Contact us to discuss your specific requirements and get a personalized quote.
Contact Us