Chart Your Path
Intention and purpose for your financial future. Take your next step with confidence.
A Foundation of Fee-Only, Fiduciary Financial Advice
Fiduciary
We work as a fiduciary. This simply means we are pledged to put your interests first with objective advice.
Clearly Outlined Costs
Our “Fee-Only” structure means we work only for you.
No Commissions and No Product Sales.
We give you objective advice without conflict of interest.
Designed For You
We work together to identify your unique goals and situation to create a unique plan that works for you. “One size fits all” solutions shouldn’t exist when it comes to financial planning.
Let’s Talk!
“Hi, I’m Bill,
Whether you want to improve your finances or you’re facing important decisions, I enjoy bringing insights and perspective to your financial future.
I’m here to serve families through easy-to-understand language, a fiduciary commitment to your goals, and an enjoyable, gratifying process.
I want to give you the confidence to manage your finances so you can stop worrying and spend more energy on what you enjoy.”
We help with…
Retirement Decisions
Planning for and transitioning to retirement is a process full of important decisions.
Organization
Simplify to manage complexity and gain perspective on your financial future.
Investment Strategy
Unbiased advice for your unique situation based on sound research.
Second Guessing
Having a financial plan helps avoid the tiresome worrying that add to the stress of managing a household.
Why Choose a CFP® Professional
Independent Certification
Just about anyone can call themselves a “financial advisor”.
The CFP Board adheres to rigorous requirements for Certified Financial Planner® certification.
Experience
Certified Financial Planner® professionals must have years of experience and pass the comprehensive CFP® Certification Exam.
Fiduciary
Your interests should come first when seeking financial advice. CFP® professionals commit to provide advice in our client’s best interest as a fiduciary.
A Proven Process…
Managing personal finances can be an exhausting game of second guessing and figuring out where to start. The financial planning process is a systematic approach to address the issues that matter most to you.
Creating a financial plan brings together the pieces that determine your financial future. Many appreciate the collaborative process to create a path forward that can be used to evaluate whatever life throws at us.
Find your financial blind spots. Many have a sense of uncertainty about their finances that centers around “you don’t know what you don’t know”. and worrying about “financial blind spots”. Financial planning can help those who don’t want to think about their finances as well as those who read consumer finance books but need some assistance in the process.
The benefit to our clients goes beyond their perceived immediate need. Many times, clients find an even greater benefit in areas they haven’t even considered. Through optimizing their current situation to exposing and fixing financial blind spots, many find peace of mind and value in an increased sense of financial resilience.
Lets Talk!
Feel free to reach out or schedule a call with Boise River Financial Planning.