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.
We specialize in financial planning and financial education for families, professionals, corporations and institutions.
“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)