Financial Planning

Unlike most financial firms where revenue is driven by the sale of products, use of commissions, or gathering investable assets, we at BPW take an objective financial planning approach by charging a one-time flat fee for objective advice.  We employ a comprehensive planning approach combined with sophisticated technology designed to optimize your results and help work toward your financial goals.  What our clients love best about this process is the Personal Financial Website that is built and provided for ongoing interaction and collaboration at any time, no matter where you are.  By linking all your financial accounts to your Personal Financial Website we can provide a complete and up-to-date view that reflects current market conditions. 

As your financial advocate, your success is our success.