Whether you are preparing for retirement, managing your wealth, or planning for future generations, your financial plan is a map to your greatest aspirations.

Our three-step process will help guide you toward purpose. 
 

 

Step One: Discovery & Connection

Complimentary | 60-90 minutes | In Person or Virtual

Tell Us Your Story

Where are you today—and where do you want to go?

Your first meeting is focused on your goals and values. No matter what your current financial picture looks like, we’ll work together to paint a clear and purposeful vision for your future.

We will:

  •  Learn about your priorities, hopes, and concerns
  • Explore your current financial situation
  • Share how our BFG Teamwork Model sets us apart
  • Walk through how we are compensated—clearly and transparently
  • Decide, together, if we’re the right fit to move forward

 

 

Step Two: Recommendations

2-3 Weeks after Discovery

A Plan Designed Around You

In this meeting, we will present a written financial plan and investment recommendations—created around your goals and aligned with your values.

You will leave this meeting with:

  • A clear, written financial plan tailored to your goals, values, and cash flow needs
  • Specific investment recommendations
  • Prioritized next actions to move your plan forward
  • A full understanding of the why behind each recommendation

We want you to be informed, empowered—and ready to take the next step.

 

 

Step Three: Paperwork & Implementation

2-3 Weeks after Discovery

Bringing the Plan to Life

Together, we will go through necessary paperwork (physical or electronic) and account setup, making the process as smooth and efficient as possible.

During this phase, we:

  • Help implement your investment strategy
  • Coordinate investment account funding and transfers, including assisting with retirement plan rollovers if needed
  • Offer paperless options for your convenience and security

 

We are with you every step of the way.

Your financial plan is a roadmap we travel together.  

  • We update your plan annually, adjusting as life goes in different directions
  • We make time to meet whenever you need deeper planning discussions
  • We provide proactive updates regarding relevant economic, tax, investment, or planning opportunities.
  • We give you online access to your accounts and planning tools, so you can track progress and stay informed

Ready to Begin?

Let’s start the conversation. Click here to schedule your complimentary Discovery & Initial Meeting.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.