Connect Your Money with Your Values
The focus of a personal financial plan is centered around your goals and objectives. BG endeavors to understand and help with the formulation and pursuit of these goals and objectives by providing process and strategy for stability, growth, and income for retirement. Your hopes and dreams as well as your risk tolerance, fears, and concerns are explored during in-depth interviews as the first steps in preparing your unique financial plan.
Focus on your desires, goals, and values
We help you focus on the intersection between what matters to you and what things you can control. We take an opportunity to get on the same page with you and whoever you choose to involve about your financial goals and desired outcomes for your life and family. We help you clarify your intentions, motives, and especially your goals as we explore the have-to’s and nice-to-have’s.
Know Where You Stand
We like to take an in-depth approach to your financial health by reviewing your documents such as individual & business tax returns, investments, wills, trusts, business agreements, and your budget. The more information you are willing to share the more complete our understanding of your situation will be. We review this information and your goals and objectives with you, noting any additions or adjustments. This information is then used as the basis for the development of your financial plan.
Starting Out
Growing Wealth
Nearing Retirement
Living in Retirement
Preparing Your Unique Plan
The focus of a personal financial plan is centered around your goals and objectives. BG endeavors to understand and help with the formulation and pursuit of these goals and objectives by providing process and strategy for a client’s stability, growth and income for retirement. Your hopes and dreams as well as your risk tolerance, fears, and concerns are explored during in-depth interviews as the first steps in preparing your unique financial plan.
Proven Process
We've established a process for how financial planning should be performed. Below are the robust steps developed that we will engage in when performing your unique financial planning. The process is similar for all clients, but the end result is unique based on your situation.
Time for a New Approach to Living in Retirement
Start your long-term plan with a focus on your desired lifestyle. We focus on keeping up with inflation, and providing growth for future income. Our research-driven approach matches your retirement income needs with time-segmented investments. This means that your investments are linked to goals serving their own purpose along a pre-planned timeline.