Peace of Mind. To enjoy your success.
BDF offers the context and confidence to help professional women make great decisions based on their unique circumstances.
Your dedicated resource
Our team helps you to achieve your unique version of success – at work, at home, and in your community. We listen and ask questions to understand what is most important to you and your family. We customize our approach to give you financial peace of mind so you can enjoy your wealth.
- Detailed financial planning helps create a level of predictability as you plan for the future and face pivotal financial choices. We lay out the pros and cons, map out different scenarios, and act as a sounding board so you feel confident making life’s big decisions.
- The busy professional women that we work with are typically great decision-makers who are happy to delegate their financial to-do list. We help to prioritize and execute your action items, often coordinating details with the other key professionals interested in your financial well-being – like your accountant or attorney.
- We have the technical expertise and experience to help you understand complicated benefit and compensation options and navigate these elections in the context of your long-term plan, carefully managing risk, and with a focus on minimizing taxes.
- It can be exceptionally difficult to be financially responsible for you and your family and at the same time also feel chiefly responsible for taking care of things at home. We are passionate about helping you to be the best version of yourself in all areas of life and believe that in every possible definition of success, financial peace of mind will be a part of the foundation for you and your family.