Our Process & Fees
Boerum Hill Financial Advisors provides independent, fiduciary financial planning designed for real people. We listen first, focus on your goals, and build strategies that adapt as life changes.
What do you have?
What do you need?
What does it mean?
How to get it done?
Planning Designed to Adapt With You
Financial planning is more than a long report. At Boerum Hill Financial Advisors, the focus is on collaboration, conversation, and creating steps that adapt as life changes. Instead of relying on a single document, we work together to make a series of adaptive moves—practical actions that connect your goals, resources, and priorities.
Step 1: What do you have?
With the use of our technology, we gather information about your income and sources, assets, debt, financial accounts, business interests, insurances, estate plans, and tax filings and provide you with a customized Asset Map.
- Financial life check-up
- What financial obligations have you made?
- Assessment of your relationship with Money
- Investment risk preference and current investment philosophy and approach
- Financial awareness and confidence level
Step 2: What do you need?
We will perform an assessment of your funding needs – Education, Retirement, Real Estate, Business interests etc. and help you answer crucial financial questions.
- Do you have sufficient access to capital?
- Can you live on a fraction of our earnings in retirement?
- Does it make sense to self fund?
- Do you have enough to fund our long-term spending goals?
- Portfolio management & design
- What is your legacy? - Wills, Trusts, Asset Transfer Concerns, Liability Coverages, Special Needs Dependents
Step 3: What does it mean?
You will receive a one page summary for each need, with current and future funding options.
- Solution and funding scenarios - key assumption determination - returns, sequence of returns, risk level, inflation general and specific, taxes, and contribution constraints
- Prioritization of needs and trade-offs
- Key milestones for plan validation and reassessment as a result of actual results
Step 4: How to get it done
We work with you to identify and manage your financial picture. With regular meetings and progress reports we enable you to keep on track, always with an eye to the future and proactive solutions.
- Real-time monitoring and reporting of progress
- Regular progress meetings and recalibration assessments.
Ready to See Your Own Financial Map?
Understanding your full financial picture starts with a conversation. Together we can outline your income, assets, and goals to create a one-page view of where you stand today.
Our Fees
We believe fees should be clear and straightforward. Boerum Hill Financial Advisors is paid directly by clients, not through commissions or product sales. Below are the main service options and what each includes.
Investment Management
- Fiduciary Duty
- Coordination with Attorneys, CPA, Other Professional Advisors
- Portfolio Analysis & Design
- Investment Risk Evaluation
- Investment Diversification
- Portfolio Management & Design
- Retirement Account Analysis & Consolidation
Financial Planning
- Fiduciary Duty
- Coordination with Attorneys, CPA, Other Professional Advisors
Plus
- General Planning
- Retirement Planning
- Goal Funding & Risk Management
- Debt Management & Tax
- Other Planning Areas
Wealth Management
- Fiduciary Duty
- Coordination with Attorneys, CPA, Other Professional Advisors
- Portfolio Analysis & Design
- Investment Risk Evaluation
- Investment Diversification
- Portfolio Management & Design
- Retirement Account Analysis & Consolidation
Plus
- General Planning
- Retirement Planning
- Goal Funding & Risk Management
- Debt Management & Tax
- Other Planning Areas