Long-Term Advice
Financial Planning Services
For those looking to have somebody in their corner for the long term.
(Semi-annual review meetings + check-ins as needed)
• Cash Flow Planning
• Tax Planning
• Investment Planning
• Education Planning
• Insurance Planning
• Debt Payoff Planning
• Risk Management Analysis
• Employee Benefits Analysis
• Retirement Planning
• Major Lifestyle Decision Planning & Analysis
• Estate Planning
• Real Estate Analysis
• Asset Protection
• Ongoing Management & Rebalancing
starting at $5,000/year
Our Process
Step #1: Schedule a Discovery Meeting
This is a complimentary session to learn more about you, your family, and your unique financial needs. We’ll use this time to go over what you can expect as a client of Bame Financial Group. We will discuss and define the expectations of this relationship and determine if we’re a good fit to help you create a roadmap to financial independence.
Step #2: Sign the Customer Agreement
We will send you a Customer Agreement for signature, upon signing we will schedule the getting to know you meeting.
Step #3: Getting to know you meeting
Your first meeting as a client will cover understanding more about you (& your family): what is important to you, how you view long-term success, and your values.
At the end of the meeting, we will schedule out the remainder of our meetings to create your initial financial plan.
Step #4: Data Organization Meeting
We will have a meeting to review the information we’ve gathered for accuracy as well as discuss current spending and check in to see if it aligns with what you value most. We will likely have some clarifying questions to ask you here that will help create the initial financial plan. We may also discuss opportunity for savings and tax-efficiency.
Step #5: Financial Plan Presentation
During this meeting, we will present and discuss your financial plan. Upon presentation of the plan we will schedule the implementation and follow-up meeting.
Step #6: Implementation & Follow-Up
We will then help you implement the financial plan. We encourage any and all questions you would like to ask for clarity in your roadmap to financial freedom. After this we will start the process of 2 formal reviews per year with unlimited access for phone, email, and virtual meetings.