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
- Stock options
WHAT IS THE PROCESS LIKE?
Beck Bode specializes in making personalized financial plans that access 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 above 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 budges, and set goals.
WHO WE ARE
Beck Bode is a highly skilled independent financial planning and investment firm located in the Greater Boston area. Our CERTIFIED FINANCIAL PLANNERS™ are experts in the industry with decades of experience. They are constantly continuing their education. Therefore, Beck Bode keeps you informed of market and economic trends, changes in tax laws and product choice and makes sure your customized financial plan is appropriately structured in conjunction with your priorities and goals.
If you have a financial goal, we will help you plan to get there.
To speak with someone to regarding reviewing your current situation, discussing your goals, and building a personalized plan reach out to us using the contact form below.