
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 PlanningNo Investment Management Services | A comprehensive BFP Plan runs $2,500 or hourly plans at $200 per hour. |
BFP All-Inclusive PlanningWith 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?
Prefer to delegate to an expert so you can enjoy life and retirement
Want the reassurance your spouse will be in exceptional hands
Value having a “Path of Certainty” over a “Beating the Market” approach