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Frequently Asked, Clearly Answered

Everything You Need to Know Before Getting Started

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1. What services do you offer?

We provide financial consulting services tailored to individuals, business owners, and families. Our expertise includes:

  • Personal and business financial planning

  • Life insurance and risk management strategies

  • Business development and financial structuring

  • Retirement and wealth-building strategies

  • Financial education and empowerment

We specialize in serving women, physicians, and business owners, helping them build financial stability and generational wealth.

However, our services are open to anyone seeking financial guidance.

We start with a comprehensive consultation where we assess your financial goals and needs. From there, we outline a tailored action plan. Our process includes:

  1. Initial consultation (goal-setting and assessment)

  2. Gathering necessary financial information

  3. Strategy development and recommendations

  4. Implementation and ongoing support

Yes. We typically work with individuals and business owners earning $125,000 or more annually. This allows us to deliver comprehensive planning, strategic advice, and ongoing support aligned with your financial goals.

We may offer a complimentary introductory meeting to determine if our services align with your needs. Full consultations are paid and include a detailed financial assessment.

Don’t worry — we’ve got answers!

At Thomas-Johns Consultancy, LLC, we believe in transparency and helping our clients make informed financial decisions. Below are answers to some common questions about our services, fees, and policies.

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