CREATE THE FINANCIAL FUTURE YOU IMAGINED
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.
Learn more about us...
Flexibility to meet your needs within your comfort zone and your budget
As a fiduciary, we are obligated to help you determine the financial plan best suited to your needs, regardless of what might earn the firm the most money. Holding ourselves to a higher standard helps us deliver a higher quality service for you.
unlimited CFo services
Comprehensive investment management and financial planning services as well as unlimited access to a Certified Financial Planner™ for all of your financial needs. Requires management of investment portfolio of at least $500,000.
Unlimited access to a Certified Financial Planner™ for development of a financial plan including ongoing maintenance and updates as necessary. You are never “on the clock” and no task is too small. Monthly and quarterly payment options are accepted for a fixed fee that will never go up. Investment management services can be added to this offering, no investment minimum required.
Test out our services using our fixed hourly cost for access to a Certified Financial Planner™ for your financial questions and projects. This is a great way for newcomers to the financial planning realm to understand the value a Certified Financial Planner™ brings to your financial well-being.
No commissions, ever
FLEXIBLE PAYMENT OPTIONS
We offer levels of services to fit your budget
A la Carte services allow you to take it slow or jump in head first with your plan
Using the latest technology to streamline your investment plans and keep you ahead of the game
We require all our employees to take the fiduciary oath
Always provide full and fair disclosure of all important facts
Always put your best interests first
We use all the tools at our disposal to find the best way to work with you