Individuals and Families
Many families in the United States and worldwide have money concerns ranging from consumer debt, owning a home, healthcare cost, college expenses, high cost of living to lack of savings. These concerns sometimes lead to anxiety. At BFW we have a customized personal wealth plan that is tailored towards a specific financial need. It is based on your resources, values, and interests.
What the numerical data indicates
GFLEC 2021
A substantial number of adults in the United States between the ages of 21 and 62 felt anxiety and stress about their personal finances well before the onset of the COVID-19 pandemic.
Market Watch
Half of American households currently live paycheck to paycheck.
PWC
74 percent of millennials say students’ loans have a significant impact on their ability to meet their other financial goals.
How do we help?
Through one-on-one coaching, we provide an analysis of your current financial situation, create a plan that aligns with your aspirations, and help you develop good money habits.
Small Business Owners
Running a small business can become stressful when you lack the essential financial skills needed to manage your finances effectively. Financial literacy can advance your business to the next level and propel you to build wealth. It is a vital skill that empowers you to make informed choices while sustaining financial stability and fostering growth.
How do we help?
We help you in providing financial knowledge from budgeting and forecasting, managing cash flow to understanding your financial numbers. Our educational and coaching programs assist you in gaining a solid understanding of managing your company’s finances, allowing you to minimize expenses and increase profitability.