
Moving you financially forward
Discover the power of a relationship that moves you ahead.
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Financial planning for doctors, simplified
Save time, taxes and learn the language of money.
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Bridging the financial literacy gap
Celebrating 25 years of increasing the financial fluency of families, professionals, companies, and institutions.
LEARN MOREWelcome to Financial Literacy Counsel
Founded in 1999, we are a boutique financial planning and education company.
We are leading the way in helping our clients create more possibilities, build stronger families and communities.

Our Services
We specialize in financial planning and financial education for families, professionals, corporations and institutions.
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Take the first step on your new financial journey.
Testimonials
HERE’S WHAT OUR CLIENTS AND PARTNERS SAY ABOUT US:
“I am glad that the Financial Literacy Counsel specializes in financial planning for physicians. They helped my family maximize our financial opportunities and navigate the unknown financial waters of being doctors.” (2012)
“Financial Literacy saves me time and money by having a family CFO (Chief Financial Officer) manage the details of my financial world so I can invest in my marriage, children and clinic practice.” (2017)
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Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.