Barko Financial | Home of the Essential FORMula

Enjoy A Work-Optional Lifestyle

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Face Your Future With Anticipation

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Our Proprietary Process Puts It All Together

The Essential FORMula®

Detach From The Noise

The essential podcast

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 FORMula^® and set to sync with you as life unfolds and your needs evolve.

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Replace Anxiety With Anticipation

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

Gain Confidence, Clarity & Comfort

Plan Your Work-Optional Lifestyle

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

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The Essential Blog

Timely financial topics and strategies you can use to filter the noise and maintain an Essential perspective.

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Pullbacks, Corrections, and Bear Markets

When the market experiences volatility, it may be a good time to review these common terms.

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Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.