Consilium Financial

08/28/2024

NEW UPCOMING EVENT!
Caring for the Caregiver - Navigating the Caregiving Journey

Join us for an evening of good food and education and learn about:
* The 7 Signs of Dementia - What to watch for and when to engage
* At Home Support to a full care facility - What you need to know
* Protection when it's most needed - How to plan for the LTC need

Did you know that 7 out of 10 people that reach age 65 will need some sort of long-term care?

Invite a friend and see how knowledge can make a big difference on how you live your best life in retirement.

Register to reserve your spot:
www.consilium-financial.com/events

04/24/2024

We are proud to be sponsors for this years WCEL Gala! Education is a big part of what we do and the Whatcom Center for Early Learning helps some of the youngest members of our community get off the the best start in their lives, and the families that love and support them. Come and join us at the Gala, or just look up what the WCEL does for the community. They are doing great things!

We are excited to announce Consilium Financial as the "Champagne Sponsor" for our 2024 Roaring 20s Gala! Consilium Financial is a local team of financial advisors in Whatcom County. They offer services such as investment management, goals based financial planning, and business retirement planning.

We can't wait to celebrate with you on June 1st!

Find out more about how they empower you to confidently make financial decisions, based on your values, so you can boldly pursue your financial goals on their website: https://consilium-financial.com

03/25/2024

Savvy Women Smart Investors
If you are a Woman in our community, this event is for you!

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!

Bring a friend and join us for a fun evening of wine and appetizers and an inspiring discussion led by successful women in finance.

06/27/2023

Educators at the Ballpark. If you are an educator we have an event for you!

Join us for an evening Bellingham Bells game and a Hempler's BBQ dinner, and socialize with other Educators. Get to know our team and learn some valuable insights for how a 403B can help you save more for retirement.

Register now to reserve your spot! You can do this on our website events page here: www.consilium-financial.com/events

Event details:
July 14th, 2023
5:30-9pm
Joe Martin Field
1220 Civic Field Way
Bellingham, WA 98229

This is a no cost, no obligation event that is for Educators and their adult partner or spouse.

We hope to see you there!

06/08/2023

Let's Talk Retirement - Things You Need To Know!
Join us for an evening of education and get your questions answered.

If you are 45 or older this event is for you! We will have a panel of experts to answer your questions about Estate Planning, Social Security, Long Term Care and you can see how The Family Meeting can benefit you.

Retirement will be here sooner than you think. Seeking the retirement of your dreams? Let's help you be prepared.

Learn more about this event on our events page:
https://lnkd.in/gcChhSUE

Space is limited, be sure to register and reserve your spot. Invite a friend who can benefit and have them register too.

This is a no cost, no obligation event. Our team is using events as a way to give back to the community by providing quality education experiences.

We hope to see you there.

05/22/2023

Events Are Live At Consilium Financial! Check out our new events page!
We believe education is key in being confident in your financial future. That is why we decided to expand our services to include events. Attending an event is a great way to get out, be social and learn about important topics that can impact your future.

We hope you can join us for one of our upcoming events. Topics presented include estate planning, social security, long term care, retirement income, investing and so much more!

Check out our events page to see the events available.
https://consilium-financial.com/events
Find an event that is suited for you and register. Invite a friend who would also benefit and have them register too.

We look forward to seeing you.

05/15/2023

We are growing our resources to better support you! Check out the resources page on our website. It includes links to our Blog, Long Term Care and Educators pages.

At Consilium Financial we believe education is important. We are updating our resources so you can learn about important areas to focus on.

Let us know what's on your mind? We are happy to meet with you to review your goals and be sure you are on track to pursue them.

https://consilium-financial.com/blog

11/01/2022

Our Website has been updated! Check it out!
www.consilium-financial.com

It is good to have a refresh once in a while and we have done just that. We wanted to be sure to showcase some of the top things we do for our clients. If you find that you have questions about any of these things or have a specific need that you aren't seeing listed, let us know.

We are always happy to have a conversation about what is important to you. Let us know your goals, we would love to help you pursue them.

08/04/2022

Hello, from our Consilium Financial Team! We are here to help you find Clarity and Confidence with your money. If you are ready to have a conversation about what's important to you - let's chat!

Meet the team:

From Left to Right: Marvin DeGraaff, Beverly Kimball, Scott Caldwell and Meredith Mitchell.