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
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
Debt Management (College Loans, Mortgages, Credit Cards)
Mutual Fund Basics and Investing 101
Investment Allocation Review
Life Insurance Review
Estate Planning – basic to comprehensive
Review of retirement options
Whatever you want to discuss
How do we meet?
We can meet virtually or face to face. Offices in Indy and Lafayette.
$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