Broker Check

PLAN: To Intentionally Shape Your Future

March 14, 2023

Last month, we shared a blog and video about BPG Planning’s Build Phase that focused on your time allocation and vision for your life’s future. PLAN is the second phase of the planning process, and the focus shifts to your capital allocation. 

In this financial planning phase, we review where your hard-earned money is going and where it should go to support the life you intended to create. Brian Pitell, Founder and Investment Advisor Representative, introduces the second step in the planning process in the short video below. 

Step Two: PLAN

This step allows us to explore what is possible by stress-testing different scenarios relating to your goals. For example, what does your cash flow look like if you retire sooner, spend more, or start a new career endeavor?

By the end of this phase, you will have the outline of your plan and the action steps needed for its completion. We take pride in our process. It is how we can help our clients pursue their goals and create more free time in their lives.

Contact us if you’d like to learn more about how we can help you plan for your future and start living more intentionally. 


BPG Planning