Your success rides on where you stand with your honest financial goals.
A giant banking institution might love to invest your money, if you have enough of it to become a number on their ledger. But even with a stellar investment portfolio, it’s just paper without the right context.
Bone Fide Wealth believes that the most valuable service you can receive from a financial professional is a personalized financial plan. Our plans contain objective observations and provide specific, actionable recommendations that encompass all areas of your financial life, including cash management, investments, insurance, taxes and retirement and estate planning. Here’s how it works:
- We begin by first identifying, quantifying and prioritizing your financial goals.
- After gathering and analyzing your financial information, we provide specific recommendations designed to help increase the probability of you reaching your goals.
- We then help you implement our recommendations by educating you on solutions or products you might want to use, because education is key to making informed financial decisions.
- Lastly, we track your progress over time through regular service meetings. This will ensure that your plan is working and allow us to make any necessary adjustments along the way.