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!
Ongoing Comprehensive Planning
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.
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!
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.