Collaborative. To keep all your advisors working together to achieve your goals.
Some clients refer to BDF as their “quarterback”, while others prefer to think of us as their “personal Chief Financial Officer.” Others don’t have a name for us-they just call us first. No matter the term, the role is one we want and enjoy. We serve as the point person for the myriad of advisors that surround you, ranging from lawyers to accountants to insurance professionals to other professional advisors. We speak the language that makes those relationships work well together in a coordinated fashion for your best interest.