A simple process for you.
A complex, thorough deep-dive for us.
1A Real Conversation
We begin by asking a few thoughtful questions—about your finances, your goals, and your lifestyle. No long questionnaires. No assumptions. Just a clear understanding of where you are and where you want to go.
2Share the Full Picture
You send us everything. Bank accounts. Retirement plans. Real estate. Business interests. Insurance policies. We want to see the whole story, not just the highlights.
3Brad Does the Deep-Dive
Brad personally reviews your documents, uncovers inefficiencies, and connects the dots. He doesn’t outsource your plan—he builds it from the ground up with the precision of an architect and the practicality of a general contractor.
4Explore What’s Possible
With the full financial picture in view, we’ll show you what’s realistic—and what’s not. Then we’ll map out the smartest path forward based on your unique circumstances.
5Move Forward with Confidence
Whether you’re retiring, selling a business, or planning your legacy, we’ll guide you every step of the way with clear, honest advice. Because at BFF Financial, we’re more than advisors—we’re your partner beyond finances, for life.
