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Insights

From the Team

Insights direct to your inbox!
Join the Community of people growing their financial knowledge.

We will send you monthly market insights valuable educational topics and team news.

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Upcoming Events

We hope you join us for an upcoming event!

We Ignite Women's Conference

We Ignite Women's Conference

Inspiring women in our community!

Ignite passion, foster connection, empower growth, and inspire change. Join us for a diverse experience where women can come  together, share experiences, and support one another on their journey to success!
When:  Saturday Feb 28th, 9-4pm at the Mt. Vernon Library Commons

Coming Soon

Coming Soon

Our next event is under construction.
Please check back to see what's coming.

Past Events

Client Appreciation Event

Client Appreciation Event

If you are a Consilium Financial Client, this is for you!


As a thank you for being our valued clients, we are hosting a Client Appreciation Event at the Lightcatcher Museum! Join us for an evening of celebration with food, conversation, and a tour of the museum.

We'd love to see you there!

Savvy Women

Savvy Women

Empowering Women in Our Community:


An evening filled with Inspiration and learning about financial challenges unique to women. 

Knowledge is the key to getting ahead in life!

Caring for the Caregiver

Caring for the Caregiver

Did you know?


7 out of 10 people will need some long-term care in the future. An evening of education about the signs to watch for, the solutions available and ways to plan for LTC needs in your future.

Let's Talk Retirement

Let's Talk Retirement

Prepare Yourself For The Next Steps:


What you need to know about Social Security, how important is estate planning, do I really need to plan for long-term care, how to successfully host a family meeting.

Knowledge is key

Grow your financial knowledge with the information and perspective needed to make confident financial decisions.

Have questions about how this fits into your unique financial situation? We can help.

Schedule a Call

Educational Insights

Articles and Videos:

The Latte Lie and Other Myths

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.
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Should You Borrow from Your 401(k)?

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Learn More
Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
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U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?
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Top 5 Things to Tell Your Financial Pro

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.
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How to Conquer the World - 5 Financial Strategies for Savvy

How to Conquer the World - 5 Financial Strategies for Savvy

Learn more about women taking control of their finances with this infographic.
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Bridging the Confidence Gap

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.
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A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.
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Finding the Balance

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Learn More

Speak to a Professional

No matter where you are starting from you can build a path to a more confident financial future.
Sometimes, a conversation and a different perspective is all it takes to simplify your financial life.
Let’s talk.

Schedule Consultation