WE HAVE
STRATEGIES
Be it the market or unexpected events in your life,
we’re with you along with the tides.
WE HAVE
We help with making sure your personalized plan is easy to understand, implement and modify as needed. Our services help you navigate the many waves affecting your financial future including:
Retirement design
Tax planning strategies
Risk analysis and management
Estate planning
Investment strategies
Inheritance/trust management
Disability income planning
Business planning
Life insurance needs
Long-term care
We have an additional layer of professional experience provided to us and our clients through our partnership with Canvas Financial, a group of renowned professionals from all areas of finance, of which Amy Blodgett* is a member.
We’re here to help you with your financial services needs—no matter how simple or complicated they may be.
It’s our process that sets us apart
As a client of Boom Planning, you’ll be taken through our exclusive step-by-step STARS process that helps us create your individualized financial plan.
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First we’ll have a brief conversation in-person and explain how we work, get a feel for what you’re looking for, and see if we’re a good match.
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Next we’ll have a second meeting
where we’ll discuss your life, goals, dreams, and more.
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We’ll then analyze gathered information and create a personalized plan for you.
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Next, we’ll present our ideas with you and begin implementing the plan. This involves a big picture plan as well as the important details of financial planning from how much to invest in your 401(k) to when to start a college fund––and much more.
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Sustain is the last and final step of the STARS process, but it’s really just the beginning. Now we’ll begin working together to make sure the plan we devised is achievable and realistic. This happens through meetings, regular communication, and an open dialogue between you and the Boom Planning team.
Whether you’re new to investing, or desire a more sophisticated, customized strategy for wealth preservation, our service model allows for ongoing monitoring, management and adjustment to changing conditions after the initial completion of STARS.