Comprehensive Financial Planning
Financial planning at Boerum Hill helps you see your full picture, simplify decisions, and adapt as life changes—using tools like Asset-Map to guide next steps.
A practical, adaptive approach to organizing your financial life
At Boerum Hill Financial Advisors, financial planning is designed to bring clarity and direction to everyday decisions. Financial life can feel complicated, with savings, debt, investments, retirement, taxes, and insurance all pulling in different directions.
Instead of handing you a lengthy report, we focus on collaboration and adaptability. Using Asset-Map, we create a one-page view of your financial picture. It shows what you have, what you want, and what it means—all in a way that’s easy to understand.
From there, we prioritize goals, assess funding needs, and explore scenarios that highlight trade-offs and opportunities. The process is ongoing, adjusting as your life evolves.Our goal is to simplify complexity and give you a framework to make informed decisions with greater perspective.
Let’s talk about your financial picture and start building a plan that fits your life.
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Asset-Map Visualization
We create a one-page map of your financial life, bringing together assets, income, debts, and goals into a format that’s clear and actionable. -
Priority Setting
Through collaborative discussions, we identify and prioritize your financial goals, helping you focus on what matters most now and for the future. -
Scenario Planning
We outline different paths, showing possible trade-offs and assumptions, so your decisions are grounded in context rather than guesswork. -
Ongoing Check-Ins
Regular reviews and updates ensure your plan evolves as life, markets, and priorities change, keeping you engaged in the process.
The Birth of a Grandchild
Congratulations! The arrival of a grandchild is always an exciting time. Since many grandparents wish to assist in covering their grandchildren’s future financial needs, it’s also a good time to consider financial preparations for the future. If you hope to provide funds to your grandchildren, both 529 plans and trusts are beneficial options.
The Role of Personalized Financial Planning in Creating an Adaptable Path Forward
What is an Asset-Map?
How is this different from a traditional financial plan?
Do you provide ongoing financial planning?
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