Planning Process

Client Centered

"The general who wins the battle makes many calculations in his temple before the battle is fought.” - Sun Tzu

At BBJS Financial Advisors, LLC we realize that financial independence is most likely to be achieved with a comprehensive financial plan. People do not build their dream homes without a detailed blueprint and professional sports teams do not go into a championship game without a detailed plan. Why would anyone embark upon their financial journey without a plan? A financial plan helps provide focus, set realistic expectations and add clarity to people’s complex financial lives. We use a six step process that allows us to better understand our clients which, in turn, allows us to better guide them towards achievement of their financial goals.