You have questions but don't know where to start. You want assistance but don't want a full financial plan, just answers to these few questions. You want help gaining control over your finances and then you intend to manage your affairs going forward. For these and similar situations, BFP provides Financial Coaching services for an hourly fee. We do not require asset management as a pre-requisite to financial coaching services. These services may include, but are not limited to:
Generally, our coaching engagements focus on one or two elements of the financial planning process. Our objective with Financial Coaching services is to provide our clients with the tools and confidence necessary to continue, independently, on their path to financial control and well-being.
In 2018, the United States saw the biggest overhaul to the tax code in 30 years. Download our free ebook now to learn about how these changes impacted the financial landscape.