Financial Planning
Household Services
Our value is substantiated by our approach.
We launched Bowline Financial to differentiate our financial planning services because we believe that not all financial advisors are created equal. As an independent, fiduciary financial advisor, Bowline Financial is legally obligated to provide our clients with advice that is in their best interest. With the ability to make conflict-free recommendations for our clients and charge a fee for that advice, our advisors will always have the freedom to direct client behaviors or investments without bias. Believe it or not, this is not required by most financial services companies who are in the business of selling financial products. At Bowline, the only product we are selling is our advice, and that advice is tailored to produce financially unbreakable clients.
Our Process
Holistic Planning
Financial Position & Net Worth
Financial Position & Net Worth
Automatic Account Aggregation
Cash Flow & Budget Tracking
Emergency Fund Management
Liquid Net Worth Management
Debt Management Strategy
Goal Development
Retirement Planning
Retirement Planning
Accumulation & Distribution
Retirement Income Streams
Probability of Success
Social Security & Medicare
Retirement Plan Optimization
Investment Planning
Investment Planning
Tax Managed Investing
Asset Allocation Strategy
Goal Based Investing
Portfolio Rebalancing
Portfolio Stress Testing
Education Savings Planning
Income Tax Planning
Income Tax Planning
Tax Bracket Management
Roth IRA Conversions
‘Backdoor Roth’ Contributions
Tax Estimates & Projections
Charitable Giving
Risk Management & Insurance
Risk Management & Insurance
Life/Income/LTC Insurance
Coverage Needs Analysis
Existing Insurance Evaluation
Policy Selection
Portfolio Risk Assessment
Estate Planning
Estate Planning
Estate Visualization
Wills & Trust
Beneficiary Review
Non-Traditional Family Planning
Tax Efficient Asset Transfers
