The Bookends Planning Experience

The Bookends approach is the framework for how we work with our clients. It was designed with you in mind, it prioritizes accountability from us, and it reinforces positive financial habits in our client’s lives.

April 19
Getting to know you

Let’s start with a quick conversation to understand your goals and see if we’re the right fit for you. We’ll discuss what you want to achieve financially and how we can help. If we’re not the perfect match, we’re happy to connect you with someone who is.  

November 25
Let’s explore together

Through a few focused conversations, we’ll really dig into what’s important to you, your financial picture, and your goals. This helps us build a plan that truly fits your life.

September 07
Creating your custom financial strategy

Based on our conversations, we’ll develop a plan that’s specifically designed to help you reach your goals. We’ll analyze your current investments, tax situation, and net worth to create a clear path forward.

April 06
Walking your through your plan

Once your plan is ready, we’ll explain everything in plain language, making sure you understand each step. We’ll highlight how your investments will work, how we’ll manage risk, and any tax-saving opportunities. You’ll leave with a clear roadmap and know exactly what to do to get started.

April 14
Let’s get started together

We’ll help you set everything up, follow up to keep things on track, and adjust as needed. We’re here to support you every step of the way.  

April 01
Planning that grows with you

We provide annual reviews, mid-year tax check-ins, and regular updates on your investments, insurance, and estate plan. We’ll also help you with benefits and smart tax strategies along the way.

Our Services

Bookends Financial Planning is an employee-owned, fee-based financial advisory firm dedicated to personalizing your investment journey. We offer comprehensive wealth management services, including:

  • Cash Flow Planning
  • Tax Planning Strategies
  • Investment Planning
  • Education Planning
  • Insurance Planning
  • Debt Payoff Planning
  • Risk Management Analysis
  • Employee Benefits Analysis
  • Retirement Planning
  • Real Estate Analysis
  • Major Lifestyle Decision Planning & Analysis
  • Estate Planning
  • Exit Planning
  • Asset Protection
  • Ongoing Management & Rebalancing
Schedule a consultation

Starting the Book – Chapter 1

We know that starting out in the financial world can feel overwhelming, especially when it comes to investing and planning for the future. That’s why we encourage young professionals and those just beginning their financial journey to take the first step—start the book.

Your financial future is a story waiting to be written, and we want to help you lay the foundation. If you’re in the early chapters of your career, reach out to see if you qualify for reduced consultations. Our goal is to guide you in building a secure financial path without the stress of high costs. No matter where you are in life, we want to be a trusted resource for you.

Bookends Financial Planning | Process & Services