Our Services

Bona Fide Finance is an independent, fee-only firm
that focuses on developing and implementing plans for
young professionals, growing families and early retirees.

If your career track is unconventional, we would love to work with you!

Topics covered

Financial Goals & Life Planning
Budgeting
Debt Repayment

Insurance Policy Review
Investment Analysis
Employee Benefits Assessment

Retirement Savings Projection
Tax Planning Strategies
Student Loan Analysis

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 four months to complete with 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

The Ongoing Comprehensive Planning service provides access to our financial planning software Right Capital!

How the process works

from prospect to client

2018
Milestone Title
Milestone Content goes here
Schedule a meeting
Sign up for an Introductory Meeting with our Intake Specialist: upon selection, you’ll be immediately redirected to a questionnaire that will assist in our team in preparation for this meeting.
Discuss your situation
During the Introductory Meeting, you will be asked a series of questions to get a better understanding of your situation and how Bona Fide Finance can best guide you with a tailor-made financial plan.
Receive a proposal
You will be sent a proposal that makes the most sense for your situation and our service offerings. You will have a chance to review it on your own before making your decision.
Accept terms of proposal*
When you are ready to move forward, you will be given instructions to help you prepare you for your initial onboarding meeting with our financial planning team. This includes paperwork, payment, and access to our secure vault for uploading your information.

*Ongoing Comprehensive Planning clients will first complete four onboarding meetings before moving to triannual rotation.
*Transactional clients will be directed to the order of meeting(s).

Folks we cannot help

Bona Fide Finance is committed to helping all those who approach us for our services. Nonetheless, there are some categories of people that would be better serviced somewhere else. We thought it worth mentioning here:

- Those who seek happiness by obtaining vast sums of wealth by ‘striking it rich’ in the financial markets. Bona Fide Finance’s culture is not nearly flashy enough to satiate your grand desires because we like the simple things in life and are well aware that being a middle class American is much, much more than most human beings could have ever imagined or desired.
- Those who are lazy, feel entitled, or cannot say “no” to themselves. We cannot help you; maybe a counselor can.