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Financial Planning

Carving Out the Right Path For You

Bringing Intention to Your Money Strategy

Our Approach Is…


Tailored

You have unique hopes, dreams and responsibilities. We always get to know you and your whole financial situation in order to custom design a plan that’s right for your life.

Collaborative

We’ll partner with your accountant, estate planning attorney and other professionals to see that every aspect of your financial life is coordinated and working towards your goals.

Ongoing

As you move through life, new goals are established and new circumstances are encountered. We’ll be here to recalibrate and tweak your plan as things change.

Together , We’ll Map Out Your Way Forward

Whether you’re still accumulating wealth or you’re preparing to retire and need to fuel your lifestyle from what you’ve built, we can help organize every component:

Retirement Security

Retirement Security

Retirement can bring about many questions, such as: “How do I create my own paycheck?” or “When can I stop working?” We’ll work closely with you to create a financial plan that allows you to find a work-optional lifestyle, and that can support you when you’re ready to fully retire.

Cash Flow Planning

Cash Flow Planning

As a successful professional, money goes into your accounts every month, and it, of course, goes out as you maintain your lifestyle and support your family. But is there a better way to manage the details? We’ll help you create a plan that optimizes your cash flow and saves for your long-term goals — while still enabling you to live well now.

Risk Management

Risk Management

Protection is a key part of any successful financial strategy. We’ll first determine your needs as they pertain to your livelihood, your finances and your family, and we can connect you with the right resources and referrals to carry out a protection plan that matches your situation.

Investment Advisory

Investment Advisory

We’ll construct a portfolio that aligns with your needs, risk tolerance and goals. We follow an academically oriented, low-cost approach by focusing on long-term outcomes, proper asset allocation and tax optimization.

Tax Planning

Tax Planning

Every part of your financial plan will be looked at through a tax lens, meaning we’ll be looking for ways to minimize your taxes proactively. Come tax season, we’ll also work closely with your accountant.

Estate Planning

Estate Planning

Preparing and regularly revisiting your estate plan helps ensure that your assets and wealth will be distributed exactly as you wish. We’ll assist you in creating your plan and will collaborate with your estate attorney to implement it.


What is the Right Path for You?

Whether you are...


Establishing and building your wealth Bozeman, MT Professional Financial Management, Inc.

Establishing & Building Your Wealth

OR

Accumulated resources to fulfill your goals Bozeman, MT Professional Financial Management, Inc.

Using Accumulated Resources to Fulfill Your Goals


...we’ll bring the foresight you need to prepare for your future.

Schedule Time to Talk