Whether your career is just beginning or well underway, when you partner with Consolidated Planning, you’ll be empowered by unparalleled advisor resources to grow you practice with scale and efficiency.
Consolidated Planning stands out from other firms thanks to a unique infrastructure of advisor support and a host of talented individuals united for a common purpose. Our humble beginnings go back to 1981 when four advisors developed and shared a philosophy about planning that put the client first, challenged conventional wisdom, and contrasted with the transactional nature of the industry. As we’ve grown, we’ve continued to work with clients through a comprehensive and consultative process. Today, we have over 100 advisors in offices across the Carolinas, Georgia, and Virginia.
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There is no single innovation or miracle in creating a great company. There is only the turning of a giant, heavy flywheel. It takes time to turn and consistent effort, but eventually it does turn. Then faster, and faster, and eventually it builds its own unstoppable momentum – breakthrough. Each turn builds upon previous work, and each turn builds with creativity, and discipline. This is what Jim Collins coined in Good to Great.
Consolidated Planning strives to help families and businesses across the southeast find financial confidence and clarity. While our advisor’s are process-based financial advisors who put strategies before products, that is not what CP does as a company. Our reason for being as a company, is to help advisors plan for 125 families or businesses in their first five years. The by-product of this is that advisors new to CP often earn at least $250,000 by their fifth year. Experienced advisors that join us help more people, and thereby earn more dollars, by their fifth year. Dollars follow value.
We are built to help advisors do just this. As each section of the flywheel improves, all other areas strengthen, and our flywheel moves faster, cultivating more improvements.
Contact UsAt Consolidated Planning, we help financial advisors launch their practices. Over the past four decades, we’ve seen the good, the bad, and the ugly in this career. We’ve distilled our experience into a practice building playbook for new advisors. Our playbook focuses on the fundamentals we know will drive results long term as you build a comprehensive, planning-oriented practice. You’ll helps 125 families while earning over $250,000 annually by your fifth year following this playbook.
TRAINING & DEVELOPMENT
The first year of an advisor’s career is challenging and intense. Our milestone driven Take Off Process curriculum builds a solid foundation with our philosophy and planning process through both classroom training and real world experience.
PRACTICE BUILDING PLAYBOOK
Our practice building playbook is your guide to launching a planning practice. We’ve distilled 40 years of experience developing advisors into a repeatable, proven process that will show you how to help 125 families over five years while earning over $250,000 by year five.
ADVISOR RESOURCES
Our focus is helping you grow your practice. That’s why you’ll find resources here that don’t exist at other firms. Paperwork? Planning? Marketing? You’ve got a team for that. Together, we form strategic partnerships to expand your capabilities.
Consolidated Planning provides unparalleled support and resources to help financial advisors experience exponential growth. As a process-based firm focused on strategy first and product second, we foster a unique environment that allows you to have a meaningful impact on your clients’ lives. Click below to contact us and learn how a partnership with Consolidated Planning can support your practice and career goals.
Contact UsAt Consolidated Planning, we help financial advisors launch their practices. Joining a team as an Associate Advisors can be a great way to get started in the financial services industry. Learning from someone who’s been successful can give you insight into the good, the bad, and the ugly in this career – To help you avoid the same pitfalls that so many have succumbed to and take advantage of the unique opportunity being a financial advisor affords you. Our practice building playbook along with the mentorship of a Senior Planning Advisor focuses on the fundamentals we know will drive results long term as you build a comprehensive, planning-oriented practice with an expectation of earning over $150,000 annually by your fifth year.
TRAINING & DEVELOPMENT
The first year of an advisor’s career is challenging and intense. Our milestone driven Take Off Process curriculum builds a solid foundation with our philosophy and planning process through both classroom training and real world experience.
PRACTICE BUILDING PLAYBOOK
Our practice building playbook is your guide to launching a planning practice. We’ve distilled 40 years of experience developing advisors into a repeatable, proven process that will show you how to help families over five years while earning over $150,000 by year five.
MENTORSHIP
Our mentors helping you grow your practice. That’s why you’ll find resources here that don’t exist at other firms. Paperwork? Planning? Marketing? You’ve got a team for that. Together, we form strategic partnerships to expand your capabilities.
Consolidated Planning provides unique opportunities to learn from someone who’s been there before. Associate Advisors are part of a team and have mentorship as a Protégé of a Senior Planning Advisor. While a member of a team, the Associate Advisor becomes a Financial Advisor with CP, and ultimately may either stay on the team or branch out on their own. Click below to contact us and learn how a partnership with a Planning Team can support your career goals.
Contact UsConsolidated Planning helps experienced financial advisors break through the ceiling of complexity. Everything that brought your to this point is now keeping you at this point. Your people, your service model, your offerings, your marketing, all must evolve. Our Practice Building Playbook is customized to accelerate your growth through next-level team work and expanded capabilities. With a strong vision and your leadership, you’ll triple your income in five years and enhance your practice value.
FOCUS ON UNIQUE ABILITIES
We strive to create an environment where you can focus on your unique abilities – likely managing client relationships. By offloading your nonrevenue producing activities, like paperwork, so you can focus on what you do best and grow your practice.
EXPAND YOUR CAPABILITIES
Our team of in house specialists allow you to rapidly expand your planning capabilities to include cash flow planning, liability management, asset management, and protection planning. With the support of your team, you’ll find new opportunities and capture more walletshare.
ACCELERATE YOUR GROWTH
Exponential growth comes through efficiency and scale. Our processes and resources add both to your practice allowing you to do more and reach your goals faster. Experienced advisors typically triple their income and practice value within five years at CP.
Consolidated Planning provides unparalleled support and resources to help financial advisors experience exponential growth. As a process-based firm focused on strategy first and product second, we foster a unique environment that allows you to have a meaningful impact on your clients’ lives. Click below to contact us and learn how a partnership with Consolidated Planning can support your practice and career goals.
Contact UsConsolidated Planning helps investment focused advisors relaunch their practice with full financial planning capabilities. You’ll leverage our robust advisor support resources and strategic partnerships to deliver advice and guidance to your clients in new, meaningful ways. We’ll help you integrate our planning philosophy and processes scale your growth, enhance your practice value, and triple your income in five years.
FOCUS ON UNIQUE ABILITIES
We strive to create an environment where you can focus on your unique abilities – likely managing client relationships. By offloading your nonrevenue producing activities, like paperwork, so you can focus on what you do best and grow your practice.
EXPAND YOUR CAPABILITIES
Our team of in house specialists allow you to rapidly expand your planning capabilities to include cash flow planning, liability management, asset management, and protection planning. With the support of your team, you’ll find new opportunities and capture more walletshare.
ACCELERATE YOUR GROWTH
Exponential growth comes through efficiency and scale. Our processes and resources add both to your practice allowing you to do more and reach your goals faster. Experienced advisors typically triple their income and practice value within five years at CP.
Consolidated Planning provides unparalleled support and resources to help financial advisors experience exponential growth. As a process-based firm focused on strategy first and product second, we foster a unique environment that allows you to have a meaningful impact on your clients’ lives. Click below to contact us and learn how a partnership with Consolidated Planning can support your practice and career goals.
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START A NEW PLANNING PRACTICE 
EXPERIENCED FINANCIAL ADVISORS 
INVESTMENT ADVISORS