What Dr. Barry Bolker Can Do For You


Common Financial Concerns that Motivate People to Seek Help • When will I be able to retire? How much money will I need to retire? • Is my 401k/IRA on track to provide a financially successful retirement? • What should I do with my inheritance or settlement? • What do I need to do financially now that I’m single again? • Is my family provided for if something happens to me? • What’s the best way to save for my child’s college education? Dr. Barry Bolker provides holistic financial planning that helps you answer these questions and others by considering your values, goals, assets, and aspirations. A coordinated plan considers the following areas of your financial life and integrates them with your goals and your lifestyle to provide a roadmap for financial direction and decisions: • Budgeting and Cash Flow (including Debt Management) • Risk Management (Insurance) • Education Funding • Taxes* • Investments • Retirement Planning • Estate Planning* * For tax preparation or legal advice, consult your accountant or attorney. Dr. Bolker will work with you to provide financial guidelines that help you achieve your goals. A typical planning engagement includes the following steps: • Initial meeting and fact gathering • Disclosures and signing of contract agreement • Completion of data gathering (all necessary financial information) • Analysis of situation and additional discussions (usually by telephone or email) • Preparation of action plan • Meeting and report, with discussion of results • Follow-through and monitoring, as necessary During the initial “get-acquainted” meeting, Dr. Bolker will discuss your situation and you will mutually decide if it’s beneficial to work together. This meeting is confidential and there is no further obligation. Once you decide to proceed with your planning, the process usually requires two to four weeks (after your complete financial information is collected).
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Common Financial Concerns that Motivate People to Seek Help

• When will I be able to retire? How much money will I need to retire?
• Is my 401k/IRA on track to provide a financially successful retirement?
• What should I do with my inheritance or settlement?
• What do I need to do financially now that I’m single again?
• Is my family provided for if something happens to me?
• What’s the best way to save for my child’s college education?

Dr. Barry Bolker provides holistic financial planning that helps you answer these questions and others by considering your values, goals, assets, and aspirations.
A coordinated plan considers the following areas of your financial life and integrates them with your goals and your lifestyle to provide a roadmap for financial direction and decisions:

• Budgeting and Cash Flow (including Debt Management)
• Risk Management (Insurance)
• Education Funding
• Taxes*
• Investments
• Retirement Planning
• Estate Planning*

* For tax preparation or legal advice, consult your accountant or attorney.

Dr. Bolker will work with you to provide financial guidelines that help you achieve your goals.

A typical planning engagement includes the following steps:

• Initial meeting and fact gathering
• Disclosures and signing of contract agreement
• Completion of data gathering (all necessary financial information)
• Analysis of situation and additional discussions (usually by telephone or email)
• Preparation of action plan
• Meeting and report, with discussion of results
• Follow-through and monitoring, as necessary

During the initial “get-acquainted” meeting, Dr. Bolker will discuss your situation and you will mutually decide if it’s beneficial to work together. This meeting is confidential and there is no further obligation. Once you decide to proceed with your planning, the process usually requires two to four weeks (after your complete financial information is collected).

Home • Services • About Us • Contact