At Josh & Cal Consulting, we uphold a true fiduciary standard in every engagement. Our legal and ethical commitment means your business interests always come first—every recommendation, strategy, and decision is designed to drive your long-term growth, not our bottom line. You can trust our unbiased guidance to power your success.
Business Consultant
At Josh & Cal Consulting, we pride ourselves on delivering customized consulting solutions designed around each client’s unique business challenges and goals.
OUR PHILOSOPHY
Collaborative Business Strategy Development
At Josh & Cal Consulting, we take a comprehensive approach to understand your business landscape. We assess both short- and long-term objectives, industry challenges, and growth opportunities. Our team works closely with you through every stage of the consulting process, from initial strategy development to ongoing implementation, ensuring your business is positioned for continuous success.
Transparent, Results-Driven Consulting
At Josh & Cal Consulting, we operate on a transparent, fixed-fee model. We charge solely for our time and expertise, ensuring there are no hidden costs or conflicts of interest. This structure aligns our success directly with your business growth, so you can trust that our recommendations are always in your best interest.
Client-First Consulting Ethos
Expert Consultants, Not Salespeople
Preparing For Your Future
Achieving Your Vision
Building a successful business requires strategic planning and clear goals. At Josh & Cal Consulting, our experienced team works closely with you to define your business objectives and crafts a personalized, step-by-step strategy to ensure you achieve your vision with confidence and clarity.
Our Process
How Can Our Team Help You to Reach Your Goals
01
Learning About You
Schedule a 30-minute call with our professional to discuss your goals and how we can help. This phone or Zoom call also outlines who we are and our process.
02
Organized Meeting
Meet with our team to gather the necessary data for your Financial Plan. We’ll discuss your finances, lifestyle, and goals, including investments, assets, expenses, and income.
03
Plan Meeting
Our advisor will present your personalized financial plan, ensuring it aligns with your evolving needs and goals, and provide clear steps to help you reach your financial objectives.
04
Implementation
Your advisor will send a copy of your plan with an actionable list of recommendations. We’ll implement and manage these, keeping you updated.
Testimonials
See What Our Clients Are Saying
Why us?
You’ll Know What
You’re Getting
Builds Wealth
Steps to Take Next
We are Transparent Like that. No Gimmicks.
