How It Got Started

The Plan

FinOp Consulting Group, LLC started  as a way to provide financial information and education to underserved communities who would otherwise not have access or proper explanation.  Ensuring everyone has the opportunity to learn how to invest in a financial future that will provide stability for their family and community. We understand everyone may not be able to immediately engage in investing. Being aware of this barrier, we take a holistic approach to offering the tools and accountability necessary to achieve financial and personal goals. 

When looking at four core values, spiritual, physical, social, and intellectual, we understand the relevance of having balance.  It is the discipline in these four areas that translate into the discipline necessary to making a plan and seeing it through to implementation. Knowing this, FinOp knew we had to create tools to help one evaluate where they are and a plan to reach the destination. Using the  FinOp Wheel of Life and completing the FinOp DEAL, we are hoping to help individuals and families create a plan for financial empowerment and build generational wealth.