🔹 Level 1 (Free Educational Content) – Perfect for self-directed learners who want access to high-quality financial resources, including articles, checklists, flowcharts, and market insights. The best way to join this level is by signing up for the BWM Newsletter – click here to get started!

🔹 Level 2 (Comprehensive Financial Plan – One-Time Fee of $150) – Ideal for those who want a personalized financial roadmap but prefer to implement the recommendations on their own. This level includes up to 4 hours of 1 on 1 time with a financial advisor, along with the necessary prep work to tailor your financial plan – additional time is billed at an hourly rate of $100 per hour. You’ll receive a comprehensive review, along with a detailed PDF that outlines clear, actionable steps tailored to your unique needs and financial goals.

🔹 Level 3 (Ongoing Wealth Management) – Best suited for clients who want a partner to manage their investments and provide continuous wealth management services. With Level 3, you get access to a financial advisor for timely advice—email questions answered within 24-48 hours, phone calls returned the same day, and meetings scheduled within a week. This level ensures you receive proactive guidance on investments, tax planning, retirement, and other key financial decisions. Having an ongoing partner can bring peace of mind, knowing you have someone to navigate every step of your financial journey.

📌 If you engage for personalized advice we will start with a comprehensive financial plan, and we’ll work together to determine whether transitioning to Level 3 makes sense based on your goals, complexity, and desire for ongoing guidance. The $150 fee is waived for clients that engage in ongoing wealth management.