financial planning puzzle pieces

BUILD A PLAN THAT IS RIGHT FOR

YOU!

BFP Project Planning

Project Planning is the term we use to describe a financial plan based on the financial topics of your interest and time required.

Your plan is delivered over a few meetings with follow-up emails and phone calls as needed. After the final presentation, you will receive an Action Plan and a Detailed Written Plan illustrating the recommendations we discuss in the plan.

We offer a complimentary, causal initial consultation. After the introductory meeting, a list of detailed questions will be sent to you including documents needed to execute your plan.

BFP All-Inclusive Planning

For clients who wish to delegate and have a Financial Planner 24/7, we offer an all-inclusive service whereby we provide a full suite of financial planning services.

We're available to provide advice on anything that has to do with you and your money. We help you stay on top of all aspects of your financial life no matter what financial event or topic arises

Pricing Schedule

BFP Project Planning

No Investment Management Services

Hourly plans are $200 per hour and length depends on the scope of work required

BFP All-Inclusive Planning

With Investment Management Services

Asset-based rate starts at 1.00% of the first $1M and then 0.5% on anything over $1M.

Who is a typical BFP All-Inclusive Client?

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Prefer to delegate to an expert so you can enjoy life and retirement

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Want the reassurance your spouse will be in exceptional hands

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Value having a “Path of Certainty” over a “Beating the Market” approach

Financial Planning Process

1. Schedule Consultation

The process begins with establishing a relationship between the client and Benold Financial Planning, with an informal initial consultation. Your financial planner will explain their financial planning services.

2. Plan Creation

You've gathered the relevant information, now it's time to analyze it and create a financial plan. The plan will include specific action points for your personal goals such as cash flow analysis. income tax planning,

3. Implementation

With a plan in hand, both parties will carry out the recommendations thereby putting the plan into action. Various items may be carried out at varying time frames.