The B&D Way: Our Process

In this episode, RJ and Brittany outline Bond&Devick’s client-focused, values-driven approach to financial planning. It begins by sharing the firm’s history and values, then shifts to understanding each client’s unique story, goals, and financial needs. They emphasize the importance of a personalized financial plan built around retirement, investments, taxes, and estate planning, with a strong commitment to sustainable and responsible investing. The process includes a structured timeline involving collaboration with advisor and wealth management teams, culminating in a tailored financial plan and its implementation. Clients can expect an ongoing, supportive relationship with clear next steps and a commitment to long-term financial well-being.