Harlig Financials
Dedicated to Getting you on the Right Financial Path for You
Let’s get you on the right financial path
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Learn more
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Harlig Financials provides personalized financial consulting designed to help individuals get organized, plan strategically, and make confident decisions — without pressure or product sales.
Founded by Mendel Harlig, who holds both a finance background and a law degree, and has experience at companies like Nestlé, Norwegian Cruise Line, and Pediatrix Medical Group, the firm focuses on long-term client relationships built on trust, clarity, and integrity.
Currently offering non-investment consulting services, with investment advisory services launching soon upon state approval. Learn More
Our Services
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Basic
🟩 Foundational Session
$200 · One-Time Session
Quick, focused support for a specific financial need or decision.
✔ 60-minute 1:1 session
✔ Strategy-focused conversation
✔ Verbal recap or light notes
✔ Ideal for budgeting, organization, or gut checks
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Intermediate
🟡 Clarity Package
$375 · One-Time Deep Dive
A structured, personalized session for people who want to feel more in control of their finances.
✔ 90-minute strategy session
✔ Personalized action plan (PDF)
✔ 7 days of email support
✔ Great for life transitions, financial resets, or starting fresh
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Advanced
🔵 Ongoing Financial Support
From $95/month or $750/year
Long-term support for clients who want structure, accountability, and a trusted partner over time.
Choose from:
✔ Monthly Subscription – recurring sessions + email access
✔ Semi-Annual Planning – 2 strategy sessions per year
✔ Includes discounts on other services + priority scheduling
Contact Us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!