Financial decisions affect all the other parts of your life. Most advisors only do the money part. But transactions are only a small part of the big picture. At Boon, we believe it’s our job to help you make informed decisions when it comes to your career, home purchase, kids’ schooling, insurance, estate planning, business deals…basically, we help you with everything. We’ll crunch the numbers, we’ll do the research, we’ll seek out experts, and we’ll find the answers to give you the best life advice.
every one of our clients is a big deal around here.
We provide partner-level service. That means you have our cell numbers, we know your kids’ names, we send you birthday gifts.
Boon takes care of your paperwork and schedules one-on-one quarterly reviews to keep you in the loop and tweak your financial goals regularly. We’ll discuss financial matters with your CPA, hop on conference calls with your business partners, and we’ll even help find your kid an internship.
we do the things other investment advisors won't do.
Here are a few questions to ask your current advisor. Give them a call and see what they say. If you like their answers, you’ve probably got a good one. If you like our answers to the following questions, perhaps it’s time to call us.
Can you help my kid find an internship or a job?
Yes. Boon has relationships with people in many different industries all over the world. We’d be happy to help find an opportunity for your child and make a connection.
Can you connect me with someone I should
meet to further my career?
You got it. Let’s talk about where you want to go in your career, and we’ll introduce you to some people we think you should meet.
Can Boon teach me how to ask for a promotion at work?
Definitely. We’re glad you asked. Let’s have a phone conversation to go over your career goals. We’ll work out some talking points to set you up for a successful conversation with your boss.
I need help with travel plans: Can you help me?
Yes. We can hook you up with a good travel agent and while we’re at it, we can discuss a travel budget. We can even come up with a plan to put money aside for travel each year.
Can you help me figure out how much car
I can afford and whether I should buy or lease?
Yes. Please call us if you’re planning on buying a car, and we’ll go over the benefits of leasing, buying or financing based on your current situation and future goals.
Will you keep my Estate Planning documents
and send to my family if necessary?
Yes. As a client we encourage you to send us a copy of your Estate Planning documents for safekeeping. In the event something should ever happen to you, we will have it here so your family can access
it if necessary.
I need life insurance: Can you put me in touch
with someone about that?
Yes, of course. We have resources for all of your needs including life insurance, car/home/business insurance, estate planning, lawyers and loan resources. And if we don’t have the answer, we’ll do some digging and help find it for you.
I was offered a job overseas: Can you help me figure
out if this is the right move for me?
Yes. We’re always here to discuss any big financial life decisions to help you make the right choices based on your personal goals. Let’s set aside some time to chat about it and we’ll figure it out together.
Dan, what’s your cell phone number?
Call anytime and let’s talk.
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