The economic challenges we face are new. The way we approach them must be, as well.
Bone Fide Wealth equips our clients with the tools they need to approach today’s reality and succeed. We are not glorified brokers interested only in your account balances and what products we can sell you. We are here to serve as your:
We help our clients identify their goals and achieve them.
We address your specific financial situation and guide you through the tough decisions.
We help improve your career or business with creative financial strategies.
We go beyond the numbers to make sure you feel confident in your decisions.
In other words, we are not your parents’ financial advisor.
With a bespoke financial plan and technology that affords you unparalleled access to our firm, you can have full control of your finances and spend more time chasing the great things in life. Let us educate, empower and invest in you.
- A detailed roadmap to your financial life
- Complete context to your financial decisions
- Quarterly client service meetings
- Disciplined and diversified strategies tailored to your specific goals
- Passive and low cost approach with a transparent fee structure
- Protect what matters most
- Life, health and disability insurance
- Retain and motivate your talent
- Leverage tax strategies for your business
Douglas A. Boneparth, CFP®
Douglas has written a lot in the past few years on the blog about challenges Millennials face and how to tackle them, but what does it look like when put into practice? I am here to share that with you through a series called, “Millennials, Money and Marie”! A little background: I am Marie, the[…]
What does it take to “retire rich”? How much money do you need to be financially independent? To answer those questions, you need to know what financial independence looks like for you. “Rich” is a vague term. Does it mean you want to be able to take one vacation a year later in life or[…]
Do you think your financial health is good shape? Or are you worried about something? It’s ok to feel nervous about finances. Most people do because they don’t know what there are reading or hearing about. There is a lack of financial literacy among all generations, not just Millennials that keeps everyone on edge about[…]
If student loan debt feels like a huge mountain that you don’t know how to climb, I want to share with you these 5 tips that I see time and time again for dealing with student loan debt. And, I don’t mean eating ramen noodles for a year while you put as much money as[…]
If you read last week’s post about financial resolutions, then you know that one of the most important ones is to set your goals. For many, this can be difficult because most of us have multiple financial goals in life. Some common ones I see are retirement, buying a house and paying down debt. It[…]
Happy New Year! I hope you ate lots of good food and spent time with family and friends this holiday season! Now that 2018 has arrived, let’s spend some time on those resolutions. I’m personally not the biggest fan of resolutions but it is a good opportunity to tackle some things you have been meaning[…]
The holidays can be a wonderful joyous time or a very stressful time. For many the stress of the holidays comes from shopping for gifts for loved ones. According to a GoBankingRates survey, about 57% of people plan to spending one full paycheck on the holidays. That’s an average of $1,908 for someone paid every[…]
If you bought a home recently, you understand how easily it can eat up money. From the down payment and closing costs to paint and furniture, it disappears fast. And now as we approach the holiday season, where spending often increases, you may start feeling the pinch. However, all is not lost. If you spent[…]
October 2017 marked the first time that borrowers could apply for Public Service Loan Forgiveness (PSLF). The PSLF program forgives the student debt of federal borrowers who, as Ron Lieber of the New York Times writes, payed their loans the right way, worked for the right kind of employer, had the right kind of federal[…]
If you are looking to start your own business or are already working on turning the side hustle into the main hustle, then I want to share with you some advice. I see many Millennials taking this path for a number of reasons. Sometimes it’s to have a better work-life balance and sometimes it’s to[…]