FEX Consulting
Financial Consulting meant to Empower Clients
5.0
FEX Consulting provides comprehensive financial consultation and education to empower clients with financial knowledge for better decision-making.
About
FEX (Financial Empowerment Exchange) Consulting was founded to empower clients about financial knowledge so they can make many of their own financial decisions with confidence and guidance. FEX specializes in serving young professionals and small businesses during their asset accumulation phases.
They provide personal comprehensive financial overviews including risk management, asset utilization, debt management, benefit guidance, cash inflows/outflows summary, investment allocation, goal setting, and recommendations. FEX is a fee-only planning service that is less obtrusive and less costly than using traditional advisors who charge for assets under management. They offer four primary services: Comprehensive Personal Financial Consultation, Fractional CFO Services for Small Businesses, Financial Checkup/Singular Items, and Real Estate Consultation.
Services
Comprehensive Personal Financial Consultation
A comprehensive dive into personal financial situation with a detailed report covering insurance risk exposure, investment allocation, cash inflow/outflow, debt, goal setting, and net worth.
Fractional CFO Services for Small Business
Comprehensive dive into business financials with balance sheets, income statements, profit/loss analysis, cash flow forecasts, and financial planning.
Financial Checkup/Singular Items
Streamlined service for follow-ups or addressing specific issues like goals, investment guidance, debt questions, or business service needs.
Real Estate Consultation
Consultation on buying or selling a house as a major financial decision, including CMA price value, interest rate impacts, real estate trends, and financial impact analysis.
Credentials & Certifications
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