Gain a comprehensive view of your personal finances and find out what your financial priorities should be, how you can reach your goals and which strategies you can use to get ahead. Your Boulevard R Roadmap delivers all this in a way that is easy to understand. You'll see how your net worth stacks up and get sound and get independent advice on investing.
You'll also have a website where you can manage the big picture and the different steps you can follow to get on track or get ahead. Boulevard R will organize the big picture for you and then help keep you inspired and engaged.
No sales pitches here. Unlike your bank, brokerage or friendly insurance salesman, Boulevard R isn't selling any financial products. We're just focused on providing the most relevant, independent and unbiased advice possible.
Our process and calculations are based on best practices used by leading independent financial planners. The resulting advice is actionable so that your Roadmap is just what the name implies: a guide to financial security.
There's no substitute for a qualified professional preparing a financial plan for you. Boulevard R works with Certified Financial PlannersTM who have earned this rigorous, comprehensive financial credential, which requires that planners master a list of 89 topics on integrated financial planning, pass a board exam and have at least 6,000 hours of planning experience.
To give you access to their expertise, Boulevard R is developing interactive Advice Videos which provide personalized recommendations after you've answered a couple of questions.
If you want even more personalized guidance, you can also schedule consulting time with a planner so that you can review your Roadmap and ask questions.
One of the great things about Boulevard R is that while you're anonymous, you're not on your own. You can get help from a community of experts and users through Ask a Planner, Tips and News. You can also contribute by sharing some of your knowledge and help others reach their goals. Stay tuned, since we're going to be adding more community features to help provide you with more support, while also keeping you safe.
Your Boulevard R Roadmap is automatically kept up-to-date as you accomplish your Next Steps. You also will have the chance to add goals, update your profile and make adjustments as your financial situation change. We recognize that your life is not static and neither are your finances. That's why we offer the ability to model "what if" situations and allow you to update your profile so that you can adjust your course as your situation changes.
Boulevard R stands for professional investment advice, backed up by historical data based on sound reasoning. We take our cue from the Certified Financial PlannersTM who have helped us develop our process and who have had considerable success in managing assets for wealthy clients. Our approach is a middle path, based on a long-term perspective: take some risk, but not too much; be broadly diversified (you won't get any hot stock tips at Boulevard R), and; don't try and time the market.
Based on how your savings are invested, we will show you some best-case and worst-case scenarios for different investment portfolios, as well as some actions you may want to take to improve your investment strategy.
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