Financial Planning

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HOW TRANSPARENT ARE YOU?

Brutal honesty is what gives our process 100% integrity.

Have you ever heard of or engaged a financial firm that does financial planning “for free?” Do these firms really think that their customers lack intelligence? When was the last time you received anything worthwhile for free? Also, you know free isn’t free – you’re just paying for it some other way. Most likely through commissions on products you buy. 

Wouldn’t it make sense to pay a fee and get a plan? THEN you can decide on whether you wish to do any further work with a firm. It’s the honest thing to do: a process that respects the needs, objectives, time and experience of all parties involved – advisor and client. 

Fee-only is the only way we do financial planning, because it’s a process that has integrity. Any other way is questionable. 

WHY DO I NEED A PLAN?

The key to making good financial decisions is starting with a plan, but because your life is dynamic, your financial plan must be reviewed, modified and tailored as your life changes. This is where we can help. We know how to guide you through all phases of life that include major financial decisions like:

  • Retirement Planning
  • Tax Management
  • Budgeting & Cash Management
  • Education Planning
  • Estate Planning
  • Investments
  • Divorce
  • Insurance

WHAT IS THE PROCESS LIKE?

Beck Bode specializes in making personalized financial plans that capture your current situation and lay out the roadmap for achieving your goals. We spend time getting to know you and your family to understand where you are and where you want to go. The chart below covers the basic steps in the process.

Through our technology resources you will have your own Personal Financial Management website through E-Money. Via this website you can manage your wealth and keep track of your plan. It allows you to track spending, manage budgets, and set goals.

Simple 4 step process

1

We meet to see if we're a fit. Schedule here.

2

If we decide to move forward, we work together to completely understand your financial life today and your goals and dreams.

3

We then analyze your situation and create scenarios to show how you can achieve your dreams.

4

We meet at least annually to ensure you’re on track.

Ready to make your money work for you?

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