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Analysing Data

BFP Client Services

Financial Planning

A financial plan is the guide for all future actions.  I analyze your current financial situation using sophisticated modeling software and develop a detailed, written plan designed to achieve your financial and life goals. The financial plan includes an investment strategy which influences future investment decisions. The financial plan is dynamic and meant to be updated regularly (samples are available).


In addition to the financial plan/investment strategy, BFP can implement the investment strategy. I will manage your investments and make trades on your behalf, monitor the performance of the investments, and make recommendations about tax harvesting. At all times you will approve the investment recommendations prior to implementation.

Strategies for Specific Situations

  • Insurance Coverage

  • Education Planning

  • Retirement Planning

  • Cash Flow and Debt Management

  • Estate Planning

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