Your financial dreams are within reach.
We can be a helping hand.
Are your finances in the best hands?
Are you receiving a one-size-fits-all solution for your unique and dynamic financial condition?
Have you received advice from a financial “planner” who doesn’t have your best interest in mind, or the breadth of scope to offer you a sound and balanced perspective?
Are you working with an untrained professional who might be ignorant of their own bias when it comes to dispensing advice?
Personal finance can be chaotic
Do you want to move forward in financial security, clarity, and peace?
You work hard for your money. We ease the burden of your financial risk by steering your money to work for you with our customized financial plans.
Our clients report confidence in their finances, security in attaining their goals, and less arguments over money matters in their homes.
We help you to:
- identify goals
- assess your situation
- create an individualized financial plan
You are not alone in your finances!
The Plan
Bona Fide Finance makes financial planning easy.
- Step 1: Book a FREE introductory meeting to assess your financial situation and identify your goals.
- Step 2: Using this base knowledge, we will propose which service package is right for you.
- Step 3: When you choose to move forward, subscribe to your service package and receive a financial plan tailor-made for your situation. To ensure its success, our team will walk with you each step of the way for maximum implementation.
Subscription Levels
Basic
Perfect for those with generally stable finances
Your affairs are mostly in order
Annual Meetings
Includes two 2-hour initial meetings
30 min / month email support
$1250 upfront + $100 per month ongoing*
*MOST POPULAR*
Premium
Perfect for those with manageable, but busy finances
You want help staying on top of everything
Quarterly Meetings
Includes four 2-hour initial meetings
2 hours / month email support
$1750 upfront + $400 per month ongoing*
Ultra
Perfect for those with within 5 years of retirement
You want help managing your accumulated wealth to best prepare for living your retirement
Monthly Meetings
Includes five 2-hour initial meetings
3 hours / month email support
$3500 upfront + $1000 per month ongoing*
*Fees negotiable for those of total net worths below $300k.
Why select Bona Fide?
Many financial advisors only work with those who already have substantial financial assets. Bona Fide Finance believes that you are your greatest financial asset. Rather than speculating how the markets will do, Bona Fide Finance strives to act in good faith helping each client be best suited for what may come according to the standards of good finance and good sense.
We are a one-stop-shop for advice on all aspects of personal finance to help you build wealth as you see fit and to turn that wealth back into income when you retire.
As an independent, fee-only firm, we charge only for the services provided rather than as a percentage of assets. We follow a code of ethics as Certified Financial Planners, which guarantees that we are providing professional, comprehensive, competent, and objective advice.
Included in all on-going service arrangements, Bona Fide Finance members are granted access to Right Capital financial planning software.
Transactional Services – $550 each
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