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Financial Planning
with Your Purpose
in Mind

Throughout the financial planning process, our main goal is to give you options for making financial decisions that bring you closer to achieving your goals. Using our proprietary process, the DBT360 Financial Plan, we examine your financial picture from every angle. Our team of experts creates well-defined steps to plan for your future with the flexibility to adjust as your circumstances evolve.

Meet the DBT360 Financial Plan

Purpose

Your purpose determines our course. Where are you now? Where do you want to be? We will discuss your values and how they influence your financial decisions, so we can establish both short-term and long-term goals that are aligned with the rest of your life.

Potential

In this step, we’ll take inventory of all available resources you have. These are the building blocks for getting where you want to be! We’ll uncover any growth opportunities and examine every area of potential.

Pitfalls

Here, we look at all your risk factors, including current debt and future borrowing needs. We take into account personal and professional challenges, from health to industry-specific threats. Then we can determine the best way to handle each one.

Plan

Next, our CFPs implement a specific, personalized plan tailored to your purpose. Because we look at every angle, we’ll also engage with your tax professional and estate attorney to ensure we’re maximizing every opportunity and accounting for every potential risk.

Proof

The best part about the DBT360 analysis? Accountability. We stand by your side and track your progress. As we approach the future together, we continually have the opportunity to identify and mitigate potential risk, uncover new opportunities, and celebrate goals achieved. You’ll have 24/7 access to view your up-to-the-minute financial picture through our online platform.

Your Purpose Powers Our Process

Your Purpose Powers Our Process

When you work with BFS, you’re surrounded by everything and everyone you need to build the financial life you want – and your purpose remains at the center of it all.

Get started with your dedicated team.

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