BCFP set its sites on providing its clients with comprehensive
financial planning. Our approach to personal financial planning is
to obtain from you significant financial and other information,
including your attitudes, goals and objectives, to analyze the
information in an objective manner and develop a financial plan
customized to you.
We endeavor to consistently act in the best interests of our clients and
to place their interests ahead of our own. Our goal is to
become your chief financial planner and to coordinate the efforts of
other professionals, if needed, to complete the plan.
We want you to be educated about your financial affairs and to
take an active role in managing them. Accordingly,
we believe in holding annual meetings with our clients to review
their financial plan. We put a great deal of time into the
financial planning process for our clients. We are only interested
in establishing long-term relationships with our clients.