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Philosophy

We understand our role is stewardship not salesmanship and we place highest value on what matters most to you.

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Planning

We use a four-fold, panoramic planning process to bridge our philosophy to your personalized strategy.

 

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Process

Everything we do is driven by our Proprietary Process, The Essential FORMulaTM and set to sync with you as life unfolds and your needs evolve.

 

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Preview Our Financial Planning Process

There are some basic aspects of financial life that everyone should have a good handle on.  We make these powerful financial tools available for free because everyone deserves access to them.  When things become more complex, Barko Financial offers unbiased advice along with a full suite of panoramic financial planning and wealth management services to help you achieve your goals.


Organize all your accounts in one place, track your net worth, understand where your money goes, reduce unwanted spending.

Face Your Future With Anticipation

 

Our process, The Essential FORMulaTM, puts all of the pieces of the financial puzzle together so you can have the complete picture.

 

Discover Your Work Optional Lifestyle

Emotional Investing

The US markets have been setting records recently and are sitting near all time highs at the time of this post.  Are you excited or concerned?  Either way, if you’re led by your emotions when investing, you will more than likely fail.

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What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
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Download Our Free eBook

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Complete the form below and instantly receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."