Do you want to move forward in financial security, clarity, and peace?
You work hard for your money. Our customized plans serve to guard your financial goals and life savings.
Service Offerings
Ongoing Comprehensive Planning
$1000 down
starting at $350/month*
minimum 12-month commitment
The engagement begins with four foundational meetings followed by a rotation of three meetings per year. The ongoing meetings address the most pressing concern and serve to monitor and evaluate goals, investments, insurance policies, and any other planning strategies as changes occur. This ongoing service provides unlimited access to Right Capital. Check out the Ongoing Comprehensive Planning proposal here.
Comprehensive Review
$5500
In this service, we examine your finances in their totality and then send you on your way. The assessment normally takes three months to complete with 3 to 4 meetings in total expected. By the end, you will receive a detailed report of where you stand, a list of steps to take moving forward, and an assessment of how close you are to obtaining your financial goals. If you are someone who values professional advice but prefers to take matters into your own hands, then a Comprehensive Review is perfect for you. Check out the proposal here.
*Monthly payment is calculated based on
1% of annual household income and .5% of net worth
Your life is hectic and busy!
We all have a multitude of commitments and things we want to do, pulling us in every direction and personal finance—though deemed important by all—tends to fall to the bottom of the to-do list. What results is a perforated financial situation, leaving money on the table and goals unmet. By investing your money with a planner, you will reap the rewards of:
1) achieving your goals 2) optimizing your money management and 3) providing peace of mind
How can anyone make the time to meet with a planner?
To assist our clients in the busy lives they live, we take advantage of today’s technology and work virtually so that we are able to meet at various times with ease and convenience. Our versatility means we are not limited to our locale or yours. It also means that you do not have to come and meet us at our office.
Personal finance can be chaotic
Do you find that any of the following apply to you?
- Your student loan debt is smothering you.
- You wonder where all your money goes.
- You fear you’re not saving enough for retirement.
- You worry about the future and are afraid of making the wrong financial decision.
- You cannot find a planner who is willing to work with you because you do not make enough money or your net worth is too low.
If any of the above apply to you, we can be of help. At Bona Fide Finance, you’ll find comprehensive advice and an ongoing relationship to guide you through your unique situation so that you can move forward in confidence.
Contact Us
GET IN TOUCH
Ben Martinek, CFP®, CSLP®, EA, RICP®
701-203-3219
hello@bonafidefinance.com