Financial Planning for High Net Worth Corporate Executives

Executive compensation plans can be hard to understand: full of benefits tricky to quantify, some requiring ongoing action in order to fully take advantage of the opportunity. The situation leads many time-pressed executives to anxiously wonder: Am I missing something?

At Consolidated Financial, we help executives understand and maximize their compensation plans.

We are able to maintain our signature level of service by limiting the size of our practice, accepting only a few new clients each year. In this way, our deep experience and signature high-touch service enable our clients to navigate their financial plan on an ongoing basis, working toward their financial dreams.

Consolidated Financial Management Corporation is a Registered Investment Adviser firm in the states of Oregon, California and Texas. Prior to any advisory work conducted outside OR and CA, Consolidated Financial Management Corporation would become registered in that jurisdiction or qualify for an exemption or exclusion to the registration. Kristy Motta is licensed to sell insurance in California, CA Insurance #0H68313. Our state of domicile and place of business are both Beaverton, Oregon. 

Culture & Philosophy


President & Co-owner

Kristy’s early childhood memories include riding around corporate office parks with her dad, looking for companies that...

Co-Owner & Chief Financial Planning Officer

Kari came from a family of government workers, and decided at an early age that her destiny would be to create...

Director of Operations

Tami joined the CFM family in 2006 to support the needs of the firm with her extensive background in technology. She...

Wealth Manager Associate / Paraplanner

Andrew joined the CFM team in 2019, after graduating cum laude from Gonzaga University with a Bachelors of Business...

Wealth Manager Associate / Paraplanner

Kaitlyn is a CFP® professional, having advanced quickly with Charles Schwab to the position of Vice President Financial...

How can we help?

Find out how we can help you pursue your financial freedom.

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