Mark Boujikian, CFP®
Financial Planning and investment management customized to your needs and priced to fit your budget. We micromanage the financial planning process so you don’t have to. We will help you find the right set of tips and tricks to make implementing your plan feel fluid and natural.
Whether you’re saving for a large purchase, spending down your hard earned nest egg or anywhere in between, together we can optimize your cash flow, investments, taxes and so much more to achieve the outcomes that are most important to you.
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Flexibility to meet your needs within your comfort zone and your budget
All offerings come with a complimentary initial call and 90 minute discovery meeting. As a fiduciary, we must recommend the service offering that is best suited to your needs, regardless of what might earn the firm the most money.