97% of entrepreneurs fail. The 3% that succeed all have 1 thing in common: advisors and experts. We're our clients finance expert. Our team at CounselFi all share one thing in common: we all have the entrepreneur mindset and we're all empathetic to each others needs and that of our clients.

CounselFi understands that without happy employees we can't have happy clients so we've set out to create a company that values work-life balance at its core. As we grow we hope to add more benefits including healthcare, flexible vacation/time-off days, parental leave for birthing or non-birthing parents, a 4-day workweek, remote work, and others as needed by our employees.