*Investment management is available as an additional service, billed separately.

**Yearly fees can be paid as financial planning fees (monthly/quarterly), as a percentage of assets under management, or a combination of both. For investment management clients with $500,000 or more in assets under management with BBFF, ongoing comprehensive financial planning services and basic tax preparation are offered at no additional cost. 

Say H.O.L.A. to Wealth Blueprint™

Here's what you can expect when you say H.O.L.A. to Wealth. 

Our Planning Process:

Hola. It’s a warm greeting in Spanish and the process of how we will work together. Conversations about money can be difficult, especially with a stranger. I want to welcome you to a safe space where you can talk about your goals and challenges free of judgment. My goal is to empower you to make good financial decisions based on your values and help you build a better financial future. It's okay if you've made mistakes, I've made plenty myself, some of which I share in the "about" page.

H. have a conversation.

That's how we will identify whether what you need and my expertise match up. You'll get the information you need to make a confident decision at the right time. 

We'll begin with a complimentary 30-minute conversation where we explore your current situation and vision for your future.

Based on our thoughts and comfort together, we'll either agree to work together to help you build a better financial future or schedule another conversation to continue to explore our fit. 

O. Onboard.

To begin our official work together, we'll have a 60-90 minute discovery meeting (via video conferencing). This conversation is focused entirely on you and what your better financial future looks like. We will explore your future goals and your current situation.

In advance, you'll use a convenient link to the client portal to complete  your registration and upload any necessary documents. 

L. Lay it all out!

In our next conversation, you will receive your comprehensive financial plan. This is YOUR plan - unique to you - based on your financial history, your current status, and your financial goals for the future.

The recommendations for getting you to your goals are customized for you. Your plan will include a detailed action list that we will help you implement. Why? Because that is how you will reach your goals!

A. Action!

Life will happen. And our quarterly or semi-annual check-in meetings ensure that your financial plan continues to support you and your goals.

These virtual meetings take place scheduled or as major life events occur. Don't worry, you have access to phone and email support in between our scheduled meetings.