Financial Planning
Living intentionally is much simpler with a custom financial plan that provides clear guidance about timing and the priority of your goals.
Engaging
Our technology makes it simple and enjoyable for you to access your finances and your financial plan.
Up-to-date
As your situation and account values change, your financial plan automatically updates.
In-depth
Your plan will consider the influence of your goals, taxes, investments, insurance, legacy, and more.
Customized
All of our clients are unique, so we make sure your plan is as well.
In-depth financial planning
We use your specific circumstances—together with our education and experience—to craft your unique financial plan. Your plan will provide customized investment allocation, tax-saving strategies, planning objectives, withdrawal strategies, estate-planning techniques, charitable giving, and more.
Align your life
Creating a long-term plan helps align your financial decisions with your most important goals and makes your money more effective and efficient.
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Peace of mind
Knowing that you have a plan and seeing your progress brings a tangible sense of assurance.
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Efficient use of resources
Make your money work effectively for you by implementing the recommended strategies.
Blue Barn Wealth® planning process:
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Link assets to our platform
A plan is most useful when it is current and accurate. Our intuitive technology allows you to quickly link your accounts so your balances update automatically. We also keep a record of your goals. Your assets—along with your goals—serve as the foundation for your financial plan.
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Create a plan
We spend significant time and effort ensuring your plan captures all of the relevant information about you. We explore numerous strategies and scenarios to optimize your plan. We also review and update your plan on a regular basis because we believe, as your life changes so should your financial plan.
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Implement
A plan is only effective if it is followed, so we work with you every step of the way to put your plan into action. We help you with investment strategies, detailed retirement projections, customized distribution plans, tax-saving strategies, independent reviews of insurance, educational savings plans, estate planning, and implementing discovery-experience results.