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Comprehensive vs. Targeted Planning

Although our planning approach is comprehensive in nature, the specific financial problems which bring our clients through our front door tend to be more specific and targeted in nature.  Understandably most people focus on the most pressing problems facing them at that moment and realize that it is a good idea to seek professional assistance with these issues. 

But why do people often seldom initially seek a review of their entire finances?  They either fear the time commitment or they believe they already have it mostly covered.  So, as we focus together on your most pressing problems, BFF Financial will also provide you with a comprehensive review of your entire situation to look for mistakes, oversights and/or missed opportunities.  Not only is it wise to seek to save money anywhere you can, but finding these extra dollars might help in addressing your current most-pressing financial challenges as well.

Most of our planning assignments include both financial modeling as well as implementation assistance.