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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. 

Next Chapter

In or near retirement,
eagerly anticipating your
Next Chapter.

New Beginning

Experiencing an important life
transition such as divorce or
becoming empty nesters, and you’re
ready for a New Beginning.

High Trajectory

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

Want to see a sample of our Personal Financial Summary?