With a life-planning partner like Bartholomew & Company, it all comes down to vigilant financial planning and investment advice—expertise we've been delivering for more than 25 years.

We're offering a free 30-minute consultation followed by an abridged financial plan. On our call, prepare to walk us through your current income, expenses, investment portfolio (if you have one), and most importantly, your long term goals. From there, we'll put together an abridged plan outlining the steps you should take to achieve those long term goals.