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Services
FEX Consulting provides four primary services: Comprehensive Personal Financial Consultation, Fractional CFO Services for Small Businesses, Financial Checkup/ Singular Items, and Real Estate Consultation. These services are meant to empower and inform individuals on the importance of understanding and managing their financials sooner rather than later. All services start with a free 30 minute consultation so you can learn more about the services and how they will benefit you moving forward. Schedule your free consultation in a few clicks below or email or call today to schedule a free consultation to learn more!
Comprehensive Personal Financial Consultation
FEX will work with you and take a comprehensive dive into your personal financial situation and issue a comprehensive financial report that will highlight and explain recommendations that will elevate your financial situation and knowledge. Areas covered include insurance risk exposure analysis, investment allocation analysis, cash inflow/outflow analysis, debt considerations, goal setting and needs analysis, and net worth calculations.
Financial Checkup/Singular Items
This is a streamlined service where a comprehensive financial plan was already done and a follow up is needed or a specific issue needs to be addressed. If you haven't had a comprehensive finance plan done, this service can also be used to address a specific singular need such as a goal, investment guidance, debt questions, business service needs, or other financial needs.
Real Estate Consultation
Buying or Selling a house is a large financial decision for most, as a personal financial consultant, this decision is a financial one that FEX can provide consultation on. FEX can help determine the CMA price value of a house, impacts on interest rates, latest real estate trends, provide realty services for a decreased rate, and how buy/sell decisions will impact your personal financial situation.
Fractional CFO Services for Small Business
FEX will work with you and take a comprehensive dive into your businesses financial situation and work to issue financial statements that can be used to run, track, and forecast your business. FEX will work with you as fractional CFO to build balance sheets, income statements, profit and loss analysis on products or services, cash flow forecasts, and financial planning. This knowledge can better enable your business to turn higher profits, can expose vulnerabilities, and will better plan and track future financial performance. It is known that businesses with a better understanding of their finances, including expenses, profit margins, and detailed accounting are much more prone to being and staying successful. In addition, forecasting financial goals will better position you and your business for the future
FEX will take a comprehensive dive into your personal financial situation.
30 min
Use FEX to analyze a specific issue or follow up on a previous comprehensive plan.
30 min
FEX is affiliated with RE/MAX and can provide home buying and selling services and consultation.
30 min
Fractional CFO Servies offer bookkeeping, tax filing, planning, and profitability analysis services
1 hr