WE CAN HELP
While we think many people can benefit from our process, we find our approach works best with clients who value working in a collaborative way with an experienced financial guide.
In or near retirement,
eagerly anticipating your
Experiencing an important life
transition such as divorce or
becoming empty nesters, and you’re
ready for a New Beginning.
Earlier in your life journey and
want to get started right on a
High Trajectory path…
we should talk.
BVC Financial Wellness
- 6-month initial planning experience
- Personalized professional advice:
- Organizing & Goal Setting
- Cash Flow Analysis
- Investing Recommendations
- Tax Strategies
- Risk Mitigation
- Estate planning
- Unlimited email and phone access
- Long-term comprehensive financial plan
- Your Personal Financial Summary
- Goal Tracking
Ideal for individuals and couples who want to receive unbiased financial advice, feel confident about your future and value cost certainty and transparency.
Initial 6-month Fee $1,995 | Quarterly Fees $495
BVC Financial Wellness + Invest
- Everything from Membership plus
- Professional management of investment accounts
- Ongoing portfolio monitoring
- Disciplined portfolio rebalancing
- Quarterly account review with client
Ideal for individuals & couples who have at least $500,000 in investable assets and want an integrated holistic approach to pursuing Total Financial Wellness.
Initial planning fee waived
Annual 1% of assets managed for first $500,000 paid quarterly
Account custodied at Charles Schwab