Have you explored what's important about money to you? Have you clearly defined goals that require money and planning to achieve?
Do you see value in owning a Financial Roadmap with clearly detailed instructions based on your Values and Goals?
Our Financial Roadmap Interview is carefully designed to...
Base your plan on what's important to you: Define your Values.
Make meaningful milestones: Set specific Goals.
Benchmark your current financial reality: Identify your Position.
Inspire yourself to action: Create your Financial Roadmap.
Behm Financial is a financial and investment services firm that focuses on building clearly defined Financial Plans based on the most important Values and clearly defined Goals of our clients. Everyone needs a Financial Roadmap to know where they are going. Whether you are a financial "do it yourselfer", financial "collaborator" or financial "delegator" going through the Financial Roadmap exercise will be of value for you whether or not we choose to work together.
Organize & Analyze Your Financial Life
Asset-Map blends design thinking and personal finance, sparks meaningful conversations and efficiently illustrates your complete financial landscape in a simple, one-page snapshot. Asset-Map creates an interactive, visual experience to help you gain a better understanding of your unique financial situation to make better financial decisions.
We firmly believe in giving you the most accurate, full picture of you finances to empower your to make better financial decisions,
Focus on a your entire household and see how individual decisions impact each other, in addition to sharing your progress for their financial priorities in real time.
The Risk Number Tool
A Risk Number™ is cutting edge technology that identifies your acceptable levels of risk and reward with unparalleled accuracy. Using this tool, we ensure that your portfolio aligns with your investment goals and expectations.
With A Personal Risk Number™ You Will:
• Learn About Your Risk Tolerance
• Align Your Portfolio Correctly
• Meet Your Retirement Goals
Together we can take the guesswork out of your financial future.
Making The Process of Estate Planning and Settlement as Simple as Possible
Let’s face it, estate planning and settlement can feel overwhelming. That's why our goal is to make the process of writing your Will, setting up your Trust, or settling a loved one's estate as simple and straightforward as possible.
Trusts, Wills, Probate, Guardianship, Estate Planning, End of Life Planning
Helpful answers to some of the most common and quirky questions around estate planning, so you can be confident in your decisions.
Your Financial Roadmap
Who is truly looking out for you? Is an Impartial Trusted Advisor looking out for your best interest? Do you see value in owning a Comprehensive Financial Plan coordinating tax, legal, insurance and investment choices?
A Comprehensive Financial Plan Provides Clearly Defined Guidance
The above link(s) are provided for your information only. PSEC and Behm Financial does not endorse, nor accept any responsibility for the content, products and/or services provided at non-PSEC or Behm Financial sites. Some information contained on these site(s) are provided by third parties. We do not independently verify this information, nor do we guarantee its accuracy or completeness.
Whether you are investing to build wealth, protect your family, or preserve your assets, we can help take some of the mystery out of preparing for your financial future.