BBK Wealth Working Session

A program custom fit for you

Build your plan your way

“I can do things you cannot, you can do things I cannot; together we can do great things.” 

– Mother Teresa

BBK Wealth

Working Sessions

What to expect from BBK Planning

For two hours you get to control the questions and topics.  This is a working financial planning session.

You’ll leave feeling lighter with workable solutions. The goal of this meeting is to provide you with as much information as possible.

BBK Wealth has conducted meetings on the following topics!

  • Budgeting & Cash Flow

  • College Planning

  • Debt Management (College Loans, Mortgages, Credit Cards)

  • Mutual Fund Basics and Investing 101

  • Investment Allocation Review

  • Life Insurance Review

  • Estate Planning – basic to comprehensive

  • Annuities

  • Review of retirement options

  • Whatever you want to discuss

 
You can make an appointment by clicking the button below.  When you make the appointment let us know what our meeting will be about.  We’ll let you know if you need to bring anything, so that we will be ready to get to work as soon as you arrive.
 

How do we meet?

We can meet virtually or face to face.  Offices in Indy and Lafayette.

 

Fee

$500 for two hours.

 

Indy Offices - 317.499.1696

HQ located in the Yeagar building just southwest of 141st and 37 in Fishers

Lafayette Office 765.414.9495

Located on the northwest corner of the square downtown