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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

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
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A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.
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Free eBook: "Retire Happy"

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free eBook can help you find out. Download  "Retire Happy: A Simple Guide to Your Next Big Adventure" now.