Financial consulting · San Jose, California
Clear financial guidance for businesses and individuals.
We help companies and individuals understand their numbers, organize their finances and make informed decisions with a practical plan.
Our services
Financial consulting tailored to two kinds of clients, with the same focus on clarity and practical next steps.
For businesses
- Cash flow planning and monitoring
- Budgeting and financial forecasting
- Review and interpretation of financial statements
- Cost analysis and financial organization
- Preparation for financing and banking relationships
For individuals
- Personal budgeting and expense planning
- Debt organization strategies
- Savings and financial goal setting
- Financial planning for major life decisions
- One-on-one financial check-ups
Our approach
01
Understand
We start with a conversation to understand your current financial situation and goals.
02
Plan
We organize the information and build a clear, realistic plan with concrete recommendations.
03
Follow through
We stay available to review progress and adjust the plan as your needs change.
About us
Essential Investment Group Consulting is a financial consulting firm based in San Jose, California. We work with small and medium-sized businesses and with individuals who want a clearer picture of their finances.
Our work is straightforward: listen carefully, explain things plainly and help our clients make decisions with confidence.
Contact
Tell us a bit about your situation and we will get back to you to schedule a first conversation.
- Contact person
- María Fernanda Osorio
- Phone
- +1 (510) 738-4808
- Office
- 1620 Mission Springs Circle
San Jose, CA 95131, United States