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We go Above and Beyond Traditional Financial Planning

Looking for Information on how we Work With Organizations? 

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How It Works

We Get to Know You and Your Goals

It’s all about what makes you tick as a person. This is also your chance to get to know us better to make sure we are the right advisor for you. We spend a lot of time up front getting to know each other, and we won’t stop – as your life changes, we will get to know that version of you as well.

We Review Your Current Financial Picture

It's all about getting organized. We want to help you understand where you are today and how you got here. With that information, you are empowered to have more control on the next stages of your financial journey. We will even help you stay organized. 

We Explore Your Possibilities

There is an overlap of what do you want to do and what you can afford to do. And, that’s not always clear because we don’t know what the future holds. That’s why our plans focus on possibilities, allowing you to prepare for both the knowns and unknowns of tomorrow. 

We Help You Put Your Plan In Action

After we decide on the right financial path for you, the next goal is to get that set up so you can start living it! We will work with you to make sure everything gets put in place correctly.

We Monitor and Update As Your Life Changes

Life’s one consistent is it's always changing. Sometimes we can control those changes and sometimes we can't. Whether it is a marriage, job change, or the impact of a global pandemic, we are here to journey through life with you.

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Areas of Planning

PLANNING PACKAGES

We offer the following planning packages as both Ongoing Financial Planning with or without Investment Management.

Additionally, we offer project-based planning engagements on any combination of the above topics or any other topics mutually agreed upon. 

We have no Asset-minimums.  And, we have made many paths available for you to engage with us. The first step is talking with us; reach out through the "Contact Us" page.

Cornerstone Planning

  • Statement of Financial Purpose

  • Budget Review

  • Discretionary Income Strategy

  • Debt Strategy

  • Target Savings Level

  • Employee Benefits Optimization

  • Basic Insurance & Risk Review

  • Investment Policy Statement

Wealth Planning

  • Cornerstone Planning, plus...

  • Cash Flow Management

  • Retirement Planning

  • Student Loan Repayment

  • College Savings

  • Real Estate Investing

  • Business Ownership

  • Tax Planning Strategies*

  • Estate Planning Strategies*

  • Equity Option Strategy

Capstone Planning

  • Wealth Planning, plus...

  • Retirement Income Strategy

  • Social Security Optimization

  • Pension Benefit Optimization

  • Business Succession Strategy

  • Charitable Giving Strategy

  • Long-Term Care

  • Legacy Planning

Investment Management Services are Available for all Planning Packages With NO MINIMUM Asset (AUM) Requirement From BPF

* We recommend that you consult with a qualified professional before initiating any tax planning and/or estate strategy, and we may provide you with contact information for accountants or attorneys who specialize in this area if you wish to hire someone for such purposes. We will participate in meetings or phone calls between you and your tax professional with your approval. 

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