Customized Financial Plan
Clear Action Items
Investment Management Services
…You are taking the right steps to reach your financial goals?
…You have enough money saved or the right investments for retirement?
…You have the time, in-depth knowledge, and/or desire to effectively manage your wealth?
BW Financial Planning was formed with the purpose of doing things differently in the wealth management industry.
This means providing clients with independent advice, transparency and individual attention.
Let’s clarify what your financial goals are and develop a manageable plan to live the life that you want.
Financial planning and investment management doesn’t have to be overwhelming.
Meet in person or virtually.
We’ll create a plan, break it into manageable pieces, and monitor it along the way.
Access your plan and your account from your personal device.
When I’m not helping clients, I enjoy spending time with my family, being physically active, and drinking wine with friends.
I also love hiding out in my cozy robe to read a good book or binge-watch tv shows.
Always looking for recommendations if you are willing to share.