Financial Consulting

A closer look at your investments and financial decisions.

Whether you're reviewing your current investments, evaluating an opportunity, or working through a financial decision, Harlig Financials provides focused analysis to help you understand your options and the trade-offs involved.

Each consulting engagement has a defined scope, with the deliverables and fee agreed upon in writing before work begins.

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How it works

  1. 1

    Discuss your needs

    Start with a conversation about the question or decision you're considering and whether a consulting engagement would be appropriate.

  2. 2

    Define the engagement

    Agree on the scope of work, deliverables, and fee before proceeding.

  3. 3

    Review the findings

    The agreed analysis is completed, and we meet with you to discuss the findings and recommendations.

Consulting and ongoing management

Consulting is a defined engagement and does not include ongoing portfolio monitoring or management.

Ongoing portfolio oversight is available through a separate investment management relationship for assets transferred to the firm's designated custodian and managed by Harlig Financials.

Explore Investment Management

Harlig Financials does not provide legal or tax advice.

Have a financial question you'd like to discuss?

Schedule a conversation to discuss your needs and whether consulting is an appropriate fit.

Schedule a Conversation