Enjoy A Work Optional Lifestyle
Our Proprietary Process Puts It All Together
Face Your Future With Anticipation
Detach From The Noise
We understand our role is stewardship not salesmanship and we place highest value on what matters most to you.
We use a four-fold, panoramic planning process to bridge our philosophy to your personalized strategy.
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.
Podcast Episode 11
The Essential Planning Approach
Planning is everything. Use this process to uncover your future career, financial, and family life goals.
Podcast Episode 12
Why Process Matters
We unpack the importance of having a process to accomplish your Essential goals.
Podcast Episode 13
Essential Travel Tips
We discuss the Essential items that we always take with us when we travel.
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.
Our process, The Essential FORMulaTM, puts all of the pieces of the financial puzzle together so you can have the complete picture.
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.
Apps That Help Achieve Goals
Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This eBook has the tools you need to get started developing your Social Security strategy.