Option One
Financial Planning
One-time planning with renewal options.
- Full net worth & cash flow analysis
- Retirement & goal-funding projections
- Tax, insurance & estate coordination
- Written plan with prioritized action steps
Three Ways to Work With Us
Financial guidance should meet you where you are.
Whether you're looking for help building a financial plan, professional management of your investments, or both, Boone River Financial offers different ways to work together based on your needs.
Option Two
Investment Management
Ongoing professional investment management.
- Portfolio construction & rebalancing
- Tax-aware trading & withdrawal strategy
- Ongoing collaboration with your goals
- Regular account reviews
Option Three — Both
Wealth Management
Financial Planning + Investment Management.
- Everything in both options
- One team coordinating both pieces
- Quarterly reviews and check-ins
How the Pieces Fit
Financial Planning
Where you're going
plus
Investment Management
How you get there
equals
Wealth Management
Both, coordinated by us
Financial Planning and Investment Management can each stand on their own. Wealth Management simply brings the two together. Choose one now and add the other later; nothing about how the first is delivered changes.
Getting Started
An Introductory Conversation
A complimentary conversation to understand your situation and what you're trying to solve.
Scope & Agreement
We determine which option fits your needs and clearly define the scope of the relationship before work begins.
The Work Begins
Planning moves forward on an agreed-upon timeline, and investment portfolios transition as applicable.
Not Sure Where to Start?
You don't need to know which option is right for you before reaching out. Let's start with a conversation about where you are, what you're working toward and how Boone River Financial may be able to help.
