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Jeffrey T. Schaberg

Jeffrey T. Schaberg


Mobile: 713-628-9199

As Co-owner and Managing Partner of Consolidated Planning Group, Jeff leads the Business Advisory
and Analytics division at CPG. This division helps clients who own businesses, assess their
organization’s health, by creating business continuity, and aligning their objectives with their overall
financial plan.

Jeff has resided and worked in Sugar Land, and the Greater Houston Area for more than 30 years. He
has served in both industry and managerial consulting capacities, in the areas of strategic finance,
budgeting, planning, business analytics and process improvements. Jeff is a University of Houston
alumni, holds an MBA in Finance - from The University of St. Thomas and is currently completing his
Business Analytics certification from Harvard University.
Having a solid financial plan has always been a key focus in Jeff’s work. He believes that everyone
should be a good steward of their finances and plan for the future. This proves to be especially true for
families who have a member with special needs. With special needs in his own immediate family, Jeff
has first-hand experience, on the importance of having a holistic financial plan that accounts for special

“It’s astounding to me, how hard people work for themselves and their families, and yet neglect to find
time to put together a solid financial plan. Then, before they know it, retirement is upon them. Life is
less stressful when you’ve got a plan to protect your assets and most importantly, your family. At CPG,
our goal is to build awareness, simplify the planning process, and help our clients navigate the
complexities around having a solid financial plan for their future.”
Financial planning is not a “one size fits all” formula, but instead a fluid and highly customized, ongoing
process. A good financial plan should be flexible and allow for life’s ebbs and flows. At CPG, we believe wholeheartedly that we are making a difference in the lives of our clients, one client at a time!

Jeff loves to spend time with his amazing wife Allison, and four wonderful children. He and Allison are
active members at River Pointe Church and volunteers for Make A Wish foundation. Jeff believes in a
balanced life and enjoys photography, hiking, scuba diving and travel adventures.