Money means different things to all of us. And what colors our attitudes toward it, or what we want from it, is a highly selective thing.

That’s why, at Bothfeld Financial Partners, we make it our priority to get to know you as a person. Not only do we want to provide you with the most complete course of action possible, but we also enjoy working for people we like.

We like to work with clients on comprehensive financial planning, so we have a thorough understanding of your needs. This helps us in working together to determine things like your future retirement, education funding, insurance needs (life, long-term care, disability), or charity and gifting strategies. And your financial plan is not finished until you say it is; we will make revisions and adjustments to suit your situation. Plus, we are available to discuss and help you with questions on any aspect of your financial life.

For most of our clients, we are engaged to help them with their investments because we have such a complete understanding of their situation. We do this with a systematic process based on your risk tolerance, which drives an asset-allocation approach using select money managers in each asset class, whether they are active fund managers or passive index funds. For clients who have a strong conviction toward socially responsible investing, we use mutual funds that screen out companies associated with alcohol, weapons manufacturing, tobacco, and gambling, for example. Once we complete the initial process of setting up your investments, it doesn’t end there. We’ll monitor the progress, and we’ll meet regularly with you to be sure that your investments reflect your current life circumstances.

One question that commonly comes up is whether we have an account “minimum” for working with folks. There is only one criteria that we use: we only work with clients who are nice.

We like to think of our practice as "high touch," actively involved, and always available. Every client is provided our private cell phone numbers, and we will meet days, evenings, and weekends depending on what works best for you. In fact, we are very happy to conduct all of our meetings in the comfort of your home, if you like.

If this is the kind of relationship that sounds good to you, please give us a call to schedule a time to get to know each other.

Fixed insurance products and services offered through CES Insurance Agency or Bothfeld Financial Partners.